PRELUDE INVESTMENT SERVICES
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 339161
- Registered since
- December 4, 2025
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
Prelude Investment Services is organized as a limited liability company and registered with the SEC in 2025. The firm identifies its client base as institutional and charges fees on a percentage-of-assets-under-management basis. Ownership is recorded as a combination of a domestic entity and an individual. Prelude is not flagged as an active ESG investor, a capital allocator, a pension consultant, a related adviser, or a multi-state adviser in the snapshot available. The firm did not provide descriptive detail about specific business lines, advisory activities, or affiliations in the supplied dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JASON WENK
Investment Advisor RepresentativeCRD 4310095
CHUKWUNONSO MADUKA
CRD 5168052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 535 Mission St
- Time zone
- PT (UTC-8)
- Office locations
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