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PRELUDE INVESTMENT SERVICES

SAN FRANCISCO, CA · CRD 339161 · IAPD ↗ · portfoliobridge.co · 707-394-8355

$0Regulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

15
May 2026 — PRELUDE INVESTMENT SERVICES changed its website from prelude.ai to portfoliobridge.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2026 — PRELUDE INVESTMENT SERVICES grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
January 2026 — PRELUDE INVESTMENT SERVICES (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.