Data / Investment advisers / Oregon / Jensen Investment Management Inc.
Jensen Investment Management Inc., Lake Oswego, OR: $6.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jensen Investment Management Inc. is an SEC registered investment adviser with its main office in Lake Oswego, Oregon and reports $6.5 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include investment companies, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Jensen Investment Management Inc. (CRD number 105281): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105281
- SEC file number
- 801-32726
- SEC status
- Approved, effective August 19, 1988
- Legal name
- Jensen Investment Management Inc
- Main office
- 5500 Meadows Road Suite 200, Lake Oswego, OR 97035
- Phone
- (503) 726-4384
- Regulatory AUM
- $6,477,451,866 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $6,477,451,866
- Accounts
- 937
- Employees
- 36, of which 14 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $4.40 billion |
| Pooled investment vehicles | 3 | $1.17 billion |
| High net worth individuals | 154 | $540.3 million |
| Corporations or other businesses | 13 | $128.4 million |
| Other investment advisers | 4 | $68.6 million |
| State or municipal government entities | 1 | $63 million |
| Pension and profit sharing plans | 3 | $32.6 million |
| Individuals (other than high net worth individuals) | 216 | $19.8 million |
| Charitable organizations | 1 | $1.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.48 billion | March 30, 2026 |
| December 1, 2025 | $11.24 billion | March 21, 2025 |
Other advisers in Lake Oswego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northwest Capital Management Inc. | Lake Oswego | $8.52 billion | Not listed | adviserinfo.sec.gov |
| Aldrich Wealth LP | Lake Oswego | $7.62 billion | Not listed | adviserinfo.sec.gov |
| Human Investing | Lake Oswego | $2.22 billion | Not listed | adviserinfo.sec.gov |
| Quest Investment Management, LLC | Lake Oswego | $1.71 billion | Not listed | adviserinfo.sec.gov |
| Aerodigm Wealth LLC | Lake Oswego | $1.46 billion | Not listed | adviserinfo.sec.gov |
| Cedar Mountain Advisors, LLC | Lake Oswego | $1.20 billion | Not listed | adviserinfo.sec.gov |
| CGC Financial Services | Lake Oswego | $875.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lake Oswego, OR
- Investment advisers in Oregon
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Jensen Investment Management Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.