← Back to searchVisit website
JENSEN INVESTMENT MANAGEMENT INC.
JENSEN INVESTMENT MANAGEMENT INC
CRD 105281 · SEC 801-32726
5500 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR, 97035-3623, United States
Phone
503-726-4384
Fax
503-726-4385
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.48B
Discretionary AUM
$6.48B
Team
36 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $19.8M |
| High net worth individuals | 154 | $540.3M |
| Investment companies | 4 | $4.40B |
| Pooled investment vehicles | 3 | $1.17B |
| Pension/profit sharing plans | 3 | $32.6M |
| Charitable organizations | 1 | $1.8M |
| State/municipal entities | 1 | $63.0M |
| Other investment advisers | 4 | $68.6M |
| Corporations/business entities | 13 | $128.4M |
States served
AZ, CA, CO, ID, IL, ME, MA, NY, OR, UT, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD