# OPTIMAL PORTFOLIO, LLC

OPTIMAL PORTFOLIO, LLC of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 152462
- Type: SEC-registered investment adviser
- SEC file number: 801-122503
- Location: 707 STATE ROAD, SUITE 106, PRINCETON, NJ, 08540
- Phone: 609-799-3040
- Latest filing: 2022-01-27
- Regulatory AUM: $114.3M
- Discretionary AUM: $114.3M
- Clients: 1
- Accounts: 203

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| OEN YU K | PRESIDENT AND CCO | — |
| OEN YU | PRESIDENT AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152462/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152462/similar
- Related entities: https://search.stillhousedata.com/firm/152462/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152462

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.