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JENSEN INVESTMENT MANAGEMENT INC.

LAKE OSWEGO, OR · CRD 105281 · IAPD ↗ · 503-726-4384

$6.48BRegulatory AUM
14Advisory reps
36Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — JENSEN INVESTMENT MANAGEMENT INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — JENSEN INVESTMENT MANAGEMENT INC. reported RAUM down 42% ($11.24B -> $6.48B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
47
April 2025 — JENSEN INVESTMENT MANAGEMENT INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — JENSEN INVESTMENT MANAGEMENT INC. notice-filed in GA, ID, LA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.