Jensen Investment Management is an investment advisor in Lake Oswego with $14.50 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-32726
FINRA CRD number
105281
AUM ?
$13.44 bn
(as of 29 Mar 24)
Accounts
431
(as of 29 Mar 24)
Employees
41
(16 investment advisory or research)
Address
Jensen Investment Management
5500 MEADOWS DRIVE
SUITE 200
LAKE OSWEGO
OR 97035
5500 MEADOWS DRIVE
SUITE 200
LAKE OSWEGO
OR 97035
Phone
5037264384
Latest filings (excl ownership)
D
$2.36M in equity, sold $2.36M, 5 investors
1 Mar 19
D
$485.89K in equity, sold $485.89K, 2 investors
8 Mar 18
D
$905.95K in equity, sold $905.95K, 1 investor
3 Mar 17
D
$988.04K in equity, sold $988.04K, 3 investors
15 Mar 16
D
$308.55K in equity, sold $308.55K, 1 investor
18 Mar 10
REGDEX/A
Notice of sale of securities (amended)
29 Apr 03
REGDEX
Notice of sale of securities
24 Mar 03
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22