Wealth Manager
    SEC Registered

    Jensen Investment Management Inc.

    Registered investment advisor · Lake Oswego, Oregon · CRD #105281

    Assets Under Management
    $6.5B
    Client Accounts
    937
    Employees
    36
    CRD Number
    105281
    Registration
    SEC Registered
    Custodian
    Pershing Advisor Solutions Llc, Bny Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Jensen Investment Management Inc.

    Jensen Investment Management is an independent, employee-owned asset management firm based in Portland, Oregon. Founded in 1988, the firm specializes in high-conviction, active equity strategies focused on quality growth stocks. As of September 30, 2025, Jensen manages approximately $8.2 billion in assets, employing a team-based approach with experienced investment professionals who collaborate on decision-making. The firm's investment philosophy centers on the Jensen Quality Universe, targetin

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Jensen Investment Management Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Jensen Investment Management Inc.'s AUM?

    Jensen Investment Management Inc. reports approximately $6.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jensen Investment Management Inc. headquartered?

    Jensen Investment Management Inc. is headquartered in Lake Oswego, Oregon.

    What is Jensen Investment Management Inc.'s CRD number?

    Jensen Investment Management Inc.'s CRD number is 105281. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Jensen Investment Management Inc. manage?

    Jensen Investment Management Inc. manages approximately 937 client accounts according to its latest SEC filing.

    Is Jensen Investment Management Inc. SEC registered?

    Yes, Jensen Investment Management Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oregon

    Government Portfolio Advisors LLC
    Portland, OR · $35.1B AUM
    Stancorp Investment Advisers, Inc.
    Portland, OR · $34.5B AUM
    Ferguson Wellman Capital Management, Inc.
    Portland, OR · $10.7B AUM
    Kingsview Wealth Management, LLC
    Grants Pass, OR · $9B AUM
    Northwest Capital Management Inc.
    Lake Oswego, OR · $8.5B AUM
    Aldrich Wealth LP
    Lake Oswego, OR · $7.6B AUM
    See all top RIA firms in Oregon →

    Research firms like Jensen Investment Management Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial