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JENSEN INVESTMENT MANAGEMENT INC.
Legal name: JENSEN INVESTMENT MANAGEMENT INC
CRD 105281File 801-32726
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.48B
Top 25% of cohort (national)
Discretionary AUM
$6.48B
Clients
399
937 accounts
Employees
36
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 19, 1988
- Principal office
- 5500 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR, 97035-3623
- Phone
- 503-726-4384
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.48B
- Discretionary AUM
- $6.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 937
- Non-discretionary accounts
- 0
- Total accounts
- 937
- AUM per client
- $16.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $128.4M |
| Investment companies | 4 | $4.40B |
| Charitable organizations | 1 | $1.8M |
| Other investment advisers | 4 | $68.6M |
| High net worth individuals | 154 | $540.3M |
| Pooled investment vehicles | 3 | $1.17B |
| Pension and profit sharing plans | 3 | $32.6M |
| State or municipal government entities | 1 | $63.0M |
| Individuals (other than high net worth individuals) | 216 | $19.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 411 | 399 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.