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 corporation offering fee-based portfolio management to individuals, families and institutions. The firm is SEC-registered (since 1988) and is owned by an individual. Its advisory scope covers separately managed accounts, investment companies and pooled vehicles, and it reports a focus on equities alongside an active ESG approach to investing. Fees are charged as a percentage of assets under management and the firm identifies both individual & family and institutional clients in its base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 8
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
$14.8M in ETFs
0%
$0
0%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JENSEN QUALITY GROWTH ETF (JGRW) | $14.8M | 544,862 | 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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