# Jensen Investment Management Inc.

> 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.

- CRD: 105281
- Filed as: JENSEN INVESTMENT MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105281
- AdvisorCensus page: https://advisorcensus.com/firm/jensen-investment-management-inc-lake-oswego-or-105281

## Quick answers

**How is Jensen Investment Management Inc. compensated?**
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.

**Where is Jensen Investment Management Inc. located?**
Jensen Investment Management Inc.'s principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Jensen Investment Management Inc. registered with the SEC or a state?**
Jensen Investment Management Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105281.

**How much does Jensen Investment Management Inc. manage?**
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).

**How have Jensen Investment Management Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Jensen Investment Management Inc. serve?**
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).

**Which custodians does Jensen Investment Management Inc. use?**
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.

**Does Jensen Investment Management Inc. report any disciplinary disclosures?**
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

**What changed in Jensen Investment Management Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $6,477,451,866
- Discretionary: $6,477,451,866
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 216 | $19,780,904 |
| High net worth individuals | 154 | $540,317,431 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 4 | $4,403,535,783 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $1,173,166,871 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $32,558,296 |
| Charitable organizations | 1 | $1,807,486 |
| State or municipal government entities (including government pension plans) | 1 | $62,956,186 |
| Other investment advisers | 4 | $68,585,859 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 13 | $128,402,967 |
| Other | 12 | $46,340,083 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1988 (38 years)
- Employees: 36 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, MA, ME, NH, NY, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jenseninvestment.com](https://jenseninvestment.com)
- [jensenprivateclient.com](https://jensenprivateclient.com)
- LinkedIn @JENSEN-INVESTMENT-MANAGEMENT
- X @jenseninvmgmt
- YouTube @jenseninvestmentmanagement7691

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,405,992,964 | 33 | March 30, 2021 |
| October 2022 | $14,495,257,651 | 36 | June 1, 2022 |
| October 2023 | $13,067,305,312 | 37 | March 30, 2023 |
| October 2024 | $13,438,401,059 | 41 | March 29, 2024 |
| October 2025 | $11,237,215,945 | 40 | March 21, 2025 |
| October 2026 | $6,477,451,866 | 36 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in FL, GA, LA, MD, NJ, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jensen Investment Management Inc. (CRD 105281): Form ADV filing data as of October 2026.