Hedge Fund Database

JENSEN INVESTMENT MANAGEMENT INC.

JENSEN INVESTMENT MANAGEMENT INC Legal Name

Adviser information for JENSEN INVESTMENT MANAGEMENT INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Oregon, United States

Employees

Total Number of Employees 41
Investment Advisory/Research 16
Registered Broker-Dealer Representatives 4
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 431 $13.4B
Non-Discretionary 0 $0
Total 431 $13.4B

Clients

Type Number RAUM
Individuals 219 $20.8M
HNW Individuals 159 $541.7M
Banking or thrift institutions 0 $0
Investment companies 3 $10.6B
Business development companies 0 $0
Pooled investment vehicles 3 $1.3B
Pension and profit sharing plans 4 $322.0M
Charitable organizations 1 $1.6M
State or municipal gov entities 1 $54.3M
Other investment advisers 5 $172.4M
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 17 $229.1M
Other 19 $187.8M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-32726
SEC ERA File Number 801-32726
SEC CIK Numbers 1106129
SEC CRD Numbers 105281
Legal Entity Identifier 549300VD47D3K1WAVR22

Principal Office

5500 MEADOWS ROAD
SUITE 200
LAKE OSWEGO
OR
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 503-726-4384, Fax: 503-726-4385

Websites

www.linkedin.com/company/jensen-investment-management/ twitter.com/jenseninvmgmt www.jensenprivateclient.com www.jenseninvestment.com www.youtube.com/@jenseninvestmentmanagement7691

Chief Compliance Officer

GABRIEL GODDARD
GENERAL COUNSEL, MANAGING DIRECTOR
5500 MEADOWS ROAD
SUITE 200
LAKE OSWEGO
OR
United States
Tel: 503-726-4384
Fax: 503-726-4385
(Full email address available in API data)

Regulatory Contact

TODD SCHOEN
SENIOR COMPLIANCE OFFICER
5500 MEADOWS ROAD
SUITE 200
LAKE OSWEGO
OR
United States
Tel: 503-726-4384
Fax: 503-726-4385
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SCHOENSTEIN, ERIC, HERBERT Individual – VICE PRESIDENT AND MANAGING DIRECTOR 02/2007 25-50%
MCIVER, ROBERT, DAVID Individual – PRESIDENT AND MANAGING DIRECTOR 02/2007 25-50%
GODDARD, GABRIEL, LEE Individual – CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR 09/2012 5-10%
BOND, ALLEN, THOMAS Individual – VICE PRESIDENT AND MANAGING DIRECTOR 09/2017 < 5%
CALAMAR, ADAM, DOUGLAS Individual – PORTFOLIO MANAGER 09/2015 5-10%
CONTRERAS, SHANNON, MARIE Individual – VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR 06/2022 < 5%

No. Employees, Historic

50250201920202021202220232024202528 on 6/25/201928 on 6/25/201933 on 3/29/202033 on 6/29/202033 on 11/4/202033 on 3/30/202136 on 3/29/202236 on 4/12/202236 on 6/1/202237 on 3/30/202341 on 3/29/2024

RAUM, Historic

20B10B020192020202120222023202420258597858576 on 6/25/20198597858576 on 6/25/20199423973508 on 3/29/20209423973508 on 6/29/20209423973508 on 11/4/202012405992964 on 3/30/202114495257651 on 3/29/202214495257651 on 4/12/202214495257651 on 6/1/202213067305312 on 3/30/202313438401059 on 3/29/2024

No. Clients, Historic

50025002019202020212022202320242025347 on 6/25/2019347 on 6/25/2019384 on 3/29/2020384 on 6/29/2020384 on 11/4/2020395 on 3/30/2021417 on 3/29/2022417 on 4/12/2022417 on 6/1/2022425 on 3/30/2023431 on 3/29/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M Co. COM 3M 28K –
Abbott Labs COM 11M 103K –
AbbVie Inc. COM 4M 22K –
Accenture plc Class A COM 741M 2M –
Adobe Systems, Inc. COM 25M 44K –
Air Products & Chemicals COM 2M 8K –
Alphabet Inc Cap Stk Cl A COM 858M 5M –
Amphenol Corp COM 267M 4M –
AON plc Registered Shs COM 3M 9K –
Apple, Inc. COM 818M 4M –
Automatic Data Processing, Inc COM 443M 2M –
Ball Corporation COM 151M 3M –
Becton Dickinson & Co. COM 9M 40K –
Best Buy Co. Inc. COM 5M 65K –
Booz Allen Hamilton Holding Co COM 5M 31K –
Bristol Myers Squibb Co. COM 1M 26K –
Broadridge Financial Solutions COM 342M 2M –
Campbell Soup Company COM 5M 121K –
Charles River Laboratories COM 3M 16K –
Church & Dwight Co Inc COM 6M 56K –
Clorox Company COM 4M 28K –
Coca-Cola Company COM 8M 126K –
Cognizant Technology Solutions COM 9M 126K –
Colgate Palmolive Co COM 9M 98K –
Copart Inc. (DE) COM 7M 138K –
Crown Holdings Inc. COM 7M 94K –
Donaldson Co. Inc. COM 4M 57K –
Ecolab Inc COM 17M 70K –
Emerson Elec Co COM 10M 94K –
Encompass Health Corp COM 8M 94K –
Equifax Inc COM 365M 2M –
F5 Networks Inc. COM 5M 27K –
FactSet Research Systems Inc. COM 4M 11K –
General Mills Inc. COM 8M 123K –
Genpact Limited COM 6M 179K –
Gentex Corporation COM 5M 155K –
Genuine Parts Company COM 6M 43K –
Home Depot Inc. COM 179M 519K –
Idexx Laboratories Inc. COM 2M 5K –
Intuit Inc. COM 684M 1M –
Johnson & Johnson COM 278M 2M –
Kellanova COM 6M 100K –
Keysight Technologies, Inc. COM 5M 35K –
KLA Corporation COM 471M 571K –
Kroger Company COM 6M 121K –
Labcorp Holdings, Inc. COM 7M 36K –
Lennox International Inc. COM 6M 12K –
Levi Strauss & Co COM 3M 148K –
Linde plc COM 660K 2K –
Manhattan Associates, Inc. COM 5M 20K –
Marsh & McLennan Company Inc COM 680M 3M –
Mastercard Inc COM 446M 1M –
MAXIMUS, Inc. COM 4M 44K –
McDonald's Corp. COM 167M 655K –
Microchip Technology Inc COM 5M 49K –
Microsoft Corp COM 987M 2M –
MSCI, Inc. COM 4M 9K –
Nike Inc COM 278M 4M –
Omnicom Group Inc COM 7M 80K –
ON Semiconductor Corp COM 2M 34K –
Oracle Corp COM 21M 149K –
Paychex Inc. COM 1M 10K –
PepsiCo Inc. COM 452M 3M –
Pool Corporation COM 3M 8K –
Procter & Gamble Co COM 327M 2M –
Raytheon Technologies Corp COM 2M 18K –
Sherwin-Williams Co COM 170M 569K –
Solventum Corp. COM 351K 7K –
Starbucks Corp COM 284M 4M –
Stryker Corp COM 665M 2M –
T Rowe Price Group Inc COM 4M 32K –
Techne Corp COM 4M 52K –
Texas Instruments Inc COM 423M 2M –
TJX Companies Inc COM 3M 29K –
Toro Company COM 4M 39K –
Tractor Supply Co COM 7M 24K –
Ulta Beauty, Inc. COM 4M 10K –
United Parcel Svc Cl B COM 3M 24K –
United Rentals, Inc. COM 3M 5K –
Unitedhealth Group Inc COM 492M 966K –
Veeva Systems Inc. Class A COM 4M 21K –
Verisk Analytics Inc COM 229M 848K –
Waste Management COM 340M 2M –
Waters Corp COM 14M 49K –
Williams Sonoma Inc COM 3M 12K –
Zoetis, Inc. COM 341M 2M –
Taiwan Semiconductor Manuf ADR ADR 4M 20K –