{
  "crd_number": 105281,
  "slug": "jensen-investment-management-inc-lake-oswego-or-105281",
  "primary_business_name": "JENSEN INVESTMENT MANAGEMENT INC.",
  "legal_name": "JENSEN INVESTMENT MANAGEMENT INC",
  "dbas": [],
  "city": "Lake Oswego",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-08-19",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 6477451866.0,
  "raum_discretionary": 6477451866.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 36,
  "advisory_employees": 14,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 46340083.0,
      "count": 12,
      "description": "NON-PROFIT/ENDOWMENT/FOUNDATIONS"
    },
    "charitable": {
      "raum": 1807486.0,
      "count": 1
    },
    "individuals": {
      "raum": 19780904.0,
      "count": 216
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 62956186.0,
      "count": 1
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 4403535783.0,
      "count": 4
    },
    "pension_profit_sharing": {
      "raum": 32558296.0,
      "count": 3
    },
    "other_investment_advisers": {
      "raum": 68585859.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 540317431.0,
      "count": 154
    },
    "pooled_investment_vehicles": {
      "raum": 1173166871.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 128402967.0,
      "count": 13
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "IL",
    "MA",
    "ME",
    "NH",
    "NY",
    "OR",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://jenseninvestment.com",
    "https://jensenprivateclient.com",
    "https://linkedin.com/COMPANY/JENSEN-INVESTMENT-MANAGEMENT",
    "https://x.com/jenseninvmgmt",
    "https://youtube.com/@jenseninvestmentmanagement7691"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105281",
  "city_as_filed": "LAKE OSWEGO",
  "url": "https://advisorcensus.com/firm/jensen-investment-management-inc-lake-oswego-or-105281",
  "display_name": "Jensen Investment Management Inc.",
  "summary": "Jensen Investment Management Inc. is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 1988, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Jensen Investment Management Inc. (CRD 105281): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Jensen Investment Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jensen Investment Management Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Jensen Investment Management Inc. located?",
      "a": "Jensen Investment Management Inc.'s principal office is in Lake Oswego, OR, according to its Form ADV."
    },
    {
      "q": "Is Jensen Investment Management Inc. registered with the SEC or a state?",
      "a": "Jensen Investment Management Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105281."
    },
    {
      "q": "How much does Jensen Investment Management Inc. manage?",
      "a": "Jensen Investment Management Inc. reports $6,477,451,866 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Jensen Investment Management Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jensen Investment Management Inc.: Regulatory assets under management: $12,405,992,964 in the October 2021 data and $6,477,451,866 in the October 2026 data, down 48%. Total employees: 33 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jensen Investment Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (216); high net worth individuals (154); corporations or other businesses not listed above (13)."
    },
    {
      "q": "Which custodians does Jensen Investment Management Inc. use?",
      "a": "Jensen Investment Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jensen Investment Management Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105281"
    },
    {
      "q": "What changed in Jensen Investment Management Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 15 to 14. Regulatory assets under management went from $11,237,215,945 to $6,477,451,866 (-42%). Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 12405992964.0,
      "total_employees": 33,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 14495257651.0,
      "total_employees": 36,
      "filing_date": "2022-06-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 13067305312.0,
      "total_employees": 37,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 13438401059.0,
      "total_employees": 41,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 11237215945.0,
      "total_employees": 40,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 6477451866.0,
      "total_employees": 36,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 14.",
        "Regulatory assets under management went from $11,237,215,945 to $6,477,451,866 (-42%).",
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL, GA, LA, MD, NJ, PA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jensen-investment-management-inc-lake-oswego-or-105281.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 216,
      "fewer_than_5": false,
      "raum": 19780904.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 154,
      "fewer_than_5": false,
      "raum": 540317431.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 4,
      "fewer_than_5": false,
      "raum": 4403535783.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1173166871.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 32558296.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1807486.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 62956186.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 4,
      "fewer_than_5": false,
      "raum": 68585859.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 128402967.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 12,
      "fewer_than_5": false,
      "raum": 46340083.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105281",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}