Jensen Investment Management Inc.
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 105281
- Registered since
- August 19, 1988
- Website
- www.jenseninvestment.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies67.98%
- Pooled Investment Vehicles18.11%
- HNWI8.34%
- Corporations / Businesses1.98%
- Other Investment Advisers1.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jensen Investment Management Inc. is a privately owned investment advisory corporation that has been SEC-registered since 1988. The firm manages portfolios for individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Their advisory mandate spans separately managed accounts, pooled vehicles and investment companies, and they state active use of ESG considerations in their investment process. Ownership is listed as individual, and the firm does not identify as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
1 of 1
Gabriel Goddard
Managing Director - Chief Compliance Officer and General CounselCRD 5094859
Contacts
3 of 9
Adam Calamar
Portfolio ManagerCRD 7089073
Robert Mciver
Managing Director & Portfolio ManagerCRD 5124641
Allen Bond
Managing Director & Portfolio ManagerCRD 3210313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$14M in ETFs
0%
$0
0%
$14M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JENSEN QUALITY GROWTH ETF (JGRW) | $14M | 574,732 | 100.00% |
Location
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 5500 Meadows Rd
- Time zone
- PT (UTC-8)
- Office locations
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