# Prelude Investment Services: applying for SEC registration, San Francisco, CA

**Score:** 40/100

| Field | Value |
|---|---|
| Firm | Prelude Investment Services |
| Legal name | Prelude Investment Services LLC |
| CRD | 339161 |
| Status | In 120-day approval window |
| Registered with the SEC | 2025-12-04 |
| Latest Form ADV filing | 2026-04-24 |
| Location | San Francisco, CA, United States |
| Employees | 4 |
| Website | https://www.portfoliobridge.co/ |

## Why this score
- Still in the approval window: vendors not yet chosen.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/339161). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.