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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 411 | 399 | decreased by12 |
| Apr 1, 2026 | Employees | 40 | 36 | decreased by4 |
| Apr 1, 2026 | Clients | 431 | 411 | decreased by20 |
| Apr 1, 2026 | AUM | $11,237,215,945 | $6,477,451,866 | decreased by$4,759,764,079 |
| Apr 1, 2026 | Accounts | 994 | 937 | decreased by57 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 40 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 417 | 431 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,495,257,651 | $11,237,215,945 | decreased by$3,258,041,706 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 933 | 994 | increased by61 |
| May 1, 2022 | Disclosures | Yes | No | |
| Apr 1, 2022 | Employees | 33 | 36 | increased by3 |
| Apr 1, 2022 | Clients | 395 | 417 | increased by22 |
| Apr 1, 2022 | AUM | $12,405,992,964 | $14,495,257,651 | increased by$2,089,264,687 |
| Apr 1, 2022 | Accounts | 888 | 933 | increased by45 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JENSEN INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JENSEN INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.