Investment adviser · CRD 105281

JENSEN INVESTMENT MANAGEMENT INC.

Investment adviser filing (IA)

JENSEN INVESTMENT MANAGEMENT INC

LAKE OSWEGO, OR, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $6.48B
Client accounts: 937
Employees: 36
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	4	$4,403,535,783	68.0%
Pooled investment vehicles	3	$1,173,166,871	18.1%
High-net-worth individuals	154	$540,317,431	8.3%
Corporations & businesses	13	$128,402,967	2.0%
Other investment advisers	4	$68,585,859	1.1%
Government entities	1	$62,956,186	1.0%
Other clients	12	$46,340,083	0.7%
Retirement plans	3	$32,558,296	0.5%
Individuals	216	$19,780,904	0.3%
Charities	1	$1,807,486	0.0%

Filing source

Form ADV 2084448 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

5500 MEADOWS ROAD, SUITE 200
LAKE OSWEGO, OR, 97035-3623, United States

CRD 105281

Filing source

Form ADV 2084448 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.