Asset manager · Lake Oswego, OR
Jensen Investment Management Inc.
Jensen Investment Management Inc · SEC-registered investment adviser · CRD 105281 · SEC 801-32726
At a glance
Jensen Investment Management Inc. is an SEC-registered investment adviser based in Lake Oswego, Oregon, with $6.5 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is investment companies, and it reports 370 individual clients. By Form ADV it is a asset manager, ranked 611th of 3,218 asset managers and 1,780th of 17,210 SEC-registered advisers by assets.
Main office 503-726-4384jenseninvestment.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $6.5B
- Rank among asset managers
- #611 of 3,218
- Rank among all SEC RIAs
- #1,780 of 17,210
- Rank in Oregon
- #9 of 156
- Individual clients
- 370
- High-net-worth clients
- 154
- Accounts
- 937
- Discretionary
- 100% of AUM
- Employees
- 36
- Advisory staff
- 14
- Offices
- 1
Owners and executives on its Form ADV
- Robert D. McIverPresident and Managing Director
- Gabriel L. GoddardChief Compliance Officer, General Counsel, Managing Director
- Allen T. BondVice President and Managing Director
- Adam D. CalamarPortfolio Manager
- Shannon M. ContrerasVice President, Treasurer, and Managing Director
- Richard W. ClarkManaging Director - Business Development
Custody and brokerage
Broker-dealer
Hybrid RIA
Jensen Investment Management Inc. is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 4 | $4.4B | 68% |
| Pooled investment vehicles | 3 | $1.2B | 18% |
| High-net-worth individuals | 154 | $540M | 8% |
| Corporations or other businesses | 13 | $128M | 2% |
| Other investment advisers | 4 | $69M | 1% |
| State or municipal government entities | 1 | $63M | <1% |
| Other | 12 | $46M | <1% |
| Pension and profit sharing plans | 3 | $33M | <1% |
| Individuals | 216 | $20M | <1% |
| Charitable organizations | 1 | $2M | <1% |
Disciplinary disclosures
Jensen Investment Management Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗jenseninvestment.com ↗
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The full record on Jensen Investment Management Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 645 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Jensen Investment Management Inc. manage?
Jensen Investment Management Inc. reports $6.5 billion in regulatory assets under management across 937 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Jensen Investment Management Inc.?
Jensen Investment Management Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Jensen Investment Management Inc.’s clients?
By assets, its largest client types are investment companies ($4.4 billion, 4 clients); pooled investment vehicles ($1.2 billion, 3 clients); high-net-worth individuals ($540 million, 154 clients).
Does Jensen Investment Management Inc. have any disciplinary history?
Jensen Investment Management Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Jensen Investment Management Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →