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Jensen Investment Management Inc

● SEC registered since 1988CRD 105281SEC# 801-32726Lake Oswego, OR
Export (members)
Reg. AUM
$11.24B
Employees
40
Accounts
994
Location
Lake Oswego, OR

Jensen Investment Management Inc assets under management

Jensen Investment Management Inc is an investment advisory firm registered with the SEC based in Lake Oswego, OR. The firm has been registered since 1988. It reports $11.2 billion in regulatory assets under management and employs 40 people.

Jensen Investment Management Inc owners & executives

6 reported
NameTitleOwnershipSince
Adam Douglas CalamarPortfolio Manager5-10%2015
Allen Thomas Bond ControlVice President And Managing DirectorUnder 5%2017
Gabriel Lee Goddard ControlChief Compliance Officer, General Counsel, Managing Director5-10%2012
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Frequently asked questions

How much does Jensen Investment Management Inc manage?

Jensen Investment Management Inc reports $11.2 billion in regulatory assets under management on its Form ADV.

How many employees does Jensen Investment Management Inc have?

Jensen Investment Management Inc reports 40 employees.

Where is Jensen Investment Management Inc located?

Jensen Investment Management Inc is based in Lake Oswego, OR and has been SEC-registered since 1988.

Does Jensen Investment Management Inc disclose fund performance?

Jensen Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5500 Meadows Road, Suite 200, Lake Oswego, OR 97035-3623
Phone503-726-4384
Fax503-726-4385
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1106129
Discloses disciplinary historyNo

Assets under management

Discretionary$11.24B
Non-discretionary$0
Total (RAUM)$11.24B