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Portfolio Manager · Jensen Investment Management Inc.

Adam D. Calamar

CRD 7089073 · Named on Form ADV at one SEC-registered adviser

At a glance

Jensen Investment Management Inc., an SEC-registered asset manager based in Lake Oswego, OR with $6.5 billion in regulatory assets, lists Adam D. Calamar on its Form ADV as Portfolio Manager.

Firms and roles

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Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robert D. McIverPresident and Managing Director, Jensen Investment Management Inc.
  • Gabriel L. GoddardChief Compliance Officer, General Counsel, Managing Director, Jensen Investment Management Inc.
  • Allen T. BondVice President and Managing Director, Jensen Investment Management Inc.
  • Shannon M. ContrerasVice President, Treasurer, and Managing Director, Jensen Investment Management Inc.
  • Richard W. ClarkManaging Director - Business Development, Jensen Investment Management Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.