Jensen Investment Management Inc
● SEC registered since 1988CRD 105281SEC# 801-32726Lake Oswego, OR
Reg. AUM
$6.48B
Employees
36
Accounts
937
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 $6.5 billion in regulatory assets under management and employs 36 people.
Jensen Investment Management Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Douglas Calamar | Portfolio Manager | 5-10% | 2015 |
| Allen Thomas Bond Control | Vice President And Managing Director | Under 5% | 2017 |
| Gabriel Lee Goddard Control | Chief Compliance Officer, General Counsel, Managing Director | 5-10% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Jensen Investment Management Inc manage?
Jensen Investment Management Inc reports $6.5 billion in regulatory assets under management on its Form ADV.
How many employees does Jensen Investment Management Inc have?
Jensen Investment Management Inc reports 36 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
| Address | 5500 Meadows Road, Suite 200, Lake Oswego, OR 97035-3623 |
| Phone | 503-726-4384 |
| Fax | 503-726-4385 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1106129 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.48B▼ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$6.48Bregulatory AUM
Discretionary $6.48B