LAKE OSWEGO, ORCRD 105281Latest ADV March 30, 2026
Jensen Investment Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 30, 2026, reports $6.5B in regulatory assets under management, 36 employees, and 937 accounts.
Assets Under Management
$6.5B
Employees
36
Offices
--
Total Clients
411
Primary office
LAKE OSWEGO, OR
5500 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.6% of total clients.
Top client categories% of clientsClients
1
Individuals
52.6%
216
2
HNWI
37.5%
154
3
Corporations
3.2%
13
4
NON-PROFIT/ENDOWMENT/FOUNDATIONS
2.9%
12
5
Investment Cos.
1.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.5Bas of March 30, 2026
Discretionary100.0%
$6.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.5B
Total Accounts937
10Y AUM Change$-530M (-7.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee11:1
10Y Employee Change+9 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.