JENSEN INVESTMENT MANAGEMENT INC.
Firm details
- Headquarters
- LAKE OSWEGO, Oregon
- CRD number
- 105281
- Registered since
- August 19, 1988
- Website
- www.jensenprivateclient.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 adviser that has been SEC-registered since 1988. The firm serves both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management. Its advisory activities span discretionary portfolio management for individuals, small businesses, investment companies, pooled vehicles and other institutions. Jensen flags itself as an active ESG investor and lists equities as its stated preference.
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 1GABRIEL GODDARD
Managing Director - Chief Compliance Officer and General CounselCRD 5094859
Contacts
3 of 9Adam 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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