Jensen Investment Management INC.
Lake Oswego, OR·SEC-registered · CRD #105281
Jensen Investment Management INC. is an SEC-registered investment advisory firm in Lake Oswego, OR managing $6.5B across 937 client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.5B
Client accounts
937
Advisory staff
14
Fee model
Fee-only
How Jensen Investment Management INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Jensen Investment Management INC.
How much does Jensen Investment Management INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Jensen Investment Management INC. reports $6.5B in regulatory assets under management across roughly 937 client accounts.
How does Jensen Investment Management INC. charge?
Jensen Investment Management INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Jensen Investment Management INC. a fiduciary?
Yes. Jensen Investment Management INC. is registered with the U.S. Securities and Exchange Commission (CRD #105281), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Jensen Investment Management INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Jensen Investment Management INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Jensen Investment Management INC.'s public SEC Form ADV filing (CRD #105281, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Jensen Investment Management INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Jensen Investment Management INC.? Claim this profile.