Jensen Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Jensen Investment Management reports 411 clients. They include 216 individual clients, 154 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 100.0% ($6.48B across 937 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | <1% |
| High-net-worth individuals | 37% | 8% |
| Investment companies | <1% | 68% |
| Pooled investment vehicles | <1% | 18% |
| Pension and profit-sharing plans | <1% | <1% |
| Other client typesCharitable organizations; State or municipal government entities; Other investment advisers; Corporations and other businesses; Other | 8% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 216 | $19.8M | 0.3% | $91.6K |
| High-net-worth individuals | 154 | $540M | 8.3% | $3.51M |
| Investment companies | 4 | $4.4B | 68.0% | $1.1B |
| Pooled investment vehicles | 3 | $1.17B | 18.1% | $391M |
| Pension and profit-sharing plans | 3 | $32.6M | 0.5% | $10.9M |
| Charitable organizations | 1 | $1.81M | 0.0% | $1.81M |
| State or municipal government entities | 1 | $63M | 1.0% | $63M |
| Other investment advisers | 4 | $68.6M | 1.1% | $17.1M |
| Corporations and other businesses | 13 | $128M | 2.0% | $9.88M |
| Other | 12 | $46.3M | 0.7% | $3.86M |
| Total | 411 | $6.48B | 100% | $15.8M |
- Clients
- 216
- Regulatory AUM
- $19.8M
- AUM share
- 0.3%
- Avg. per client
- $91.6K
- Clients
- 154
- Regulatory AUM
- $540M
- AUM share
- 8.3%
- Avg. per client
- $3.51M
- Clients
- 4
- Regulatory AUM
- $4.4B
- AUM share
- 68.0%
- Avg. per client
- $1.1B
- Clients
- 3
- Regulatory AUM
- $1.17B
- AUM share
- 18.1%
- Avg. per client
- $391M
- Clients
- 3
- Regulatory AUM
- $32.6M
- AUM share
- 0.5%
- Avg. per client
- $10.9M
- Clients
- 1
- Regulatory AUM
- $1.81M
- AUM share
- 0.0%
- Avg. per client
- $1.81M
- Clients
- 1
- Regulatory AUM
- $63M
- AUM share
- 1.0%
- Avg. per client
- $63M
- Clients
- 4
- Regulatory AUM
- $68.6M
- AUM share
- 1.1%
- Avg. per client
- $17.1M
- Clients
- 13
- Regulatory AUM
- $128M
- AUM share
- 2.0%
- Avg. per client
- $9.88M
- Clients
- 12
- Regulatory AUM
- $46.3M
- AUM share
- 0.7%
- Avg. per client
- $3.86M
Total
- Clients
- 411
- Regulatory AUM
- $6.48B
- AUM share
- 100%
- Avg. per client
- $15.8M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Jensen Investment Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Robert McIver owns 25% to 50% of Jensen Investment Management. The leadership team of Jensen Investment Management includes President Allen Bond and Chief Compliance Officer Gabriel Goddard. It has 36 employees, 14 of them in advisory roles.
Leadership
- Allen BondVice President and Managing Director
- Shannon ContrerasVice President, Treasurer, and Managing Director
Robert McIverPresident and Managing Director- Gabriel GoddardChief Compliance Officer, General Counsel, Managing Director
- Richard ClarkManaging Director - Business Development
- Adam CalamarPortfolio Manager
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- MaryAnn Elizabeth Sievila Dahl
- Philomena Ann Ferree
- Keith Andrew Reiland
Staff
- 36 employees
- 14 in advisory functions
- 6 state-registered reps
- 3 broker-dealer reps
- Owns 25% to 50% of Jensen Investment Management Inc
Robert McIver
Control person · since February 2007
- Owns 5% to 10% of Jensen Investment Management Inc
Gabriel Goddard
Control person · since September 2012
- Owns 5% to 10% of Jensen Investment Management Inc
Adam Calamar
since September 2015
Jensen Investment Management’s regulatory assets fell from $12.4B (March 2021) to $6.48B (March 2026); clients were 411 in both filings and employees rose from 33 to 36.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $6.48B | 411 | 36 | 1 |
| March 2025 | $11.2B | 431 | 40 | 1 |
| March 2024 | $13.4B | 431 | 41 | 1 |
| March 2023 | $13.1B | 425 | 37 | 1 |
| June 2022 | $14.5B | 417 | 36 | 1 |
| March 2021 | $12.4B | 395 | 33 | 1 |
Besides its headquarters, Jensen Investment Management has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 5500 Meadows Road, Suite 200, Lake OswegoHQ
Contact and registration details
- Legal name
- Jensen Investment Management Inc
- Headquarters
- 5500 Meadows Road, Suite 200, Lake Oswego, OR 97035-3623
- Website
- jensenprivateclient.com
- Phone
- 503-726-4384
- @jensen-investment-management
- SEC file
- 801-32726
- Structure
- Oregon corporation
- Fiscal year end
- December
Jensen Investment Management uses Pershing ($642M) as custodian for its separately managed accounts. Jensen Investment Management does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $642M100%
At year end, Jensen Investment Management’s separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $4.13B across 83 positions; the largest are Alphabet Inc. Cap Stk CL A (6.9%), Microsoft Corp. (6.7%) and Amazon.com Inc.. (6.1%).
What the accounts hold
- Stocks91%
- Bonds2%
- Cash7%
Reported 13F holdings
- $4.13B
- Reported 13F value
- 83
- Positions
- 55.1%
- In the 10 largest
- −18.7%
- Value vs. prior quarter
- Alphabet Inc. Cap Stk CL A6.9%
- Microsoft Corp.6.7%
- Amazon.com Inc..6.1%
- Apple, Inc..6.0%
- Nvidia Corp.5.8%
- KLA Corporation5.8%
- Stryker Corp.4.5%
- Sherwin-williams Co4.5%
- Eli Lilly & Co.4.5%
- Mastercard Inc.4.3%
Together, the ten largest are 55.1% of reported value.
How many clients does Jensen Investment Management have?
Jensen Investment Management has 411 clients and manages $6.48 billion for them, as of March 2026. They include 216 individual clients, 154 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Jensen Investment Management offer?
Jensen Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Jensen Investment Management use?
Jensen Investment Management’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $642M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Jensen Investment Management have?
Jensen Investment Management has 6 investment adviser representatives registered with state securities authorities, out of 36 employees, and 14 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jensen Investment Management invest in?
At the end of its last fiscal year, Jensen Investment Management’s separately managed accounts held 91% exchange-traded equities, 7% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jensen Investment Management?
Jensen Investment Management’s direct owners are Robert McIver, Gabriel Goddard and Adam Calamar, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Jensen Investment Management get paid?
Jensen Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Jensen Investment Management?
Jensen Investment Management’s main office is at 5500 Meadows Road, Suite 200, Lake Oswego, OR 97035-3623. Its phone number is 503-726-4384. Its website is jensenprivateclient.com.