Prelude Investment Services

Overview

Prelude Investment Services is organized as a limited liability company and is registered with the SEC as of 2025. It is classified as an institutional RIA and identifies its client base as institutional investors. Ownership is recorded as a combination of a domestic entity and an individual. The firm charges fees on a percentage-of-AUM basis and is not listed as a capital allocator. On policy and service points, Prelude does not describe itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or a related adviser. No additional detail about its advisory or business activities was provided in the source data.

Assets & Accounts

Location & Offices