Jensen Investment Management Inc (Lake Oswego)

Name: Jensen Investment Management Inc
Address: 5500 Meadows Road, Lake Oswego, OR, 97035 3623
Telephone: 503-726-4384

Jensen Investment Management Inc is a large advisory firm based in Lake Oswego. It manages $8.6 billion of regulatory assets for 806 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 5 other states.

Jensen Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jensen Investment Management: assets under management

The assets under management (AUM) of Jensen Investment Management Inc is $8.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4220% since the beginning of its operation, and $518.6 million of the total AUM is attributable to clients outside of the United States.

The firm manages $8.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.67 million each.

Investments

The firm invests in exchange traded securities the most. They account for 93% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio. Investments in government bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jensen Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Val Edmond Jensen serves?

The firm provides services to individuals, investment companies, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Val Edmond Jensen is investment companies with 2 clients and $7.14 billion of assets under management. Among the 13 most similar advisory firms, Jensen Investment Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $8.34 billion for 325 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Jensen Investment Management doesn't advise any private funds.

Careers at Jensen Investment Management Inc

The company employs 28 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Val Edmond Jensen has been acting as President since 1 Jul 2000. Allen Thomas Bond joined the executive team most recently as the Vice President And Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Ellen Jensen	Shareholder	1 Jan 1990	Other	1486729
Robert Frank Zagunis	Principal	1 Jan 1993	Other	2314693
David S Davies	Cfo	1 Jan 2000	Other	3182828
Val Edmond Jensen	Chairman	1 Jul 2000	25% - 50%	258393
Gary Walter Hibler	President	1 Jul 2000	Other	2198671
Robert Gregg Millen	Principal	1 Jul 2000	Other	3002399
David Gerhard Mertens	Director of sale & maketing	1 Nov 2002	Other	1070500
Eric Herbert Schoenstein	Director of business analysis	1 Feb 2003	Other	4783162
Brian Scott Ferrie	Director of finance and compliance	1 Jul 2003	Other	1649074
Brian Scott Ferrie	Director of finance and chief compliance officer	1 Sep 2004	Other	1649074
Robert David Mciver	Director of operations	1 Aug 2005	Other	5124641
Robert Frank Zagunis	Vice president and secretary, managing director	1 Feb 2007	25% - 50%	2314693
David Gerhard Mertens	Vice president and managing director	1 Feb 2007	Other	1070500
Eric Herbert Schoenstein	Vice president and managing director	1 Feb 2007	Other	4783162
Robert David Mciver	President and managing director	1 Feb 2007	Other	5124641
Robert Gregg Millen	Chairman and principal	1 Feb 2007	25% - 50%	3002399
Brian Scott Ferrie	Vice president, treasurer and chief compliance officer, principal	1 Feb 2007	Other	1649074
Jennifer Ottosen	Chief compliance officer and counsel	1 Mar 2011	Other	5908074
Jennifer Ann Ottosen	Chief compliance officer and counsel	1 Mar 2011	Other	5908074
Thomas Richard Smith	Director of operations & information systems, managing director	1 Jan 2012	Other	3262604
Brian Scott Ferrie	Vice president, treasurer, managing director	1 Jul 2012	Other	1649074
Gabriel Lee Goddard	Chief compliance officer & general counsel	1 Sep 2012	Other	5094859
Brian Scott Ferrie	Vice president, treasurer, managing director	1 Sep 2012	Other	1649074
Gabriel L. Goddard	Chief compliance officer	1 Sep 2012	Other	5094859
Adam Douglas Calamar	Portfolio manager	1 Sep 2015	Other	7089073
Allen Thomas Bond	Vice president and managing director	1 Sep 2017	Other	3210313

Based in Lake Oswego

The principal office where Jensen Investment Management Inc performs its advisory services is located at 5500 Meadows Road, Lake Oswego, OR 97035 3623, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-726-4384 or by fax 503-726-4385. The normal business hours are 7:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at jenseninvestment.com.