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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

JENSEN INVESTMENT MANAGEMENT INC.

JENSEN INVESTMENT MANAGEMENT INC, CRD 105281

LAKE OSWEGO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e38819b-2b5d-5fcc-9f32-0888523d5553

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Jan 27, 2012 to Mar 30, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.09 fund_share=0.87 institutional_share=0.02 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $6.5BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.5B
Private client RAUM: $560MderivedItem 5.D individuals plus high net worth individuals
Private client share: 9%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $1.6Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 36
Advisory employees: 14
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 937
Individual clients: 216
High net worth clients: 154
SEC number: 801-32726
CIK: 1106129
CRD: 105281
Filings on the tape: 27
First filed: Jan 27, 2012
Latest filed: Mar 30, 2026
Organised: Corporation, OR

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT DAVID MCIVER	n/a	LAKE OSWEGO, OR	18	20	n/a	no
KEITH ANDREW REILAND	n/a	LAKE OSWEGO, OR	11	13	1	no
PHILOMENA ANN FERREE	n/a	LAKE OSWEGO, OR	9	14	1	no
MaryAnn Elizabeth Sievila Dahl	n/a	LAKE OSWEGO, OR	4	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOND, ALLEN, THOMAS	VICE PRESIDENT AND MANAGING DIRECTOR	Na	yes	09/2017	Mar 29, 2018	Mar 29, 2024
CONTRERAS, SHANNON, MARIE	VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR	Na	yes	06/2022	Mar 29, 2020	Mar 29, 2024
GODDARD, GABRIEL, LEE	CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR	A	yes	09/2012	Oct 5, 2012	Mar 29, 2024
MCIVER, ROBERT, DAVID	PRESIDENT AND MANAGING DIRECTOR	C	yes	02/2007	Jan 27, 2012	Mar 29, 2024
SCHOENSTEIN, ERIC, HERBERT	VICE PRESIDENT AND MANAGING DIRECTOR	C	yes	02/2007	Jan 27, 2012	Mar 29, 2024
CALAMAR, ADAM, DOUGLAS	PORTFOLIO MANAGER	A	no	09/2015	Mar 23, 2019	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$6.5B	$6.5B	36	14	0	n/a	n/a
2024	Mar 21, 2025	$11B	$11B	40	15	0	n/a	n/a
2023	Mar 29, 2024	$13B	$13B	41	16	0	n/a	n/a
2022	Mar 30, 2023	$13B	$13B	37	14	0	n/a	n/a
2021	Mar 29, 2022	$14B	$14B	36	15	0	n/a	n/a
2020	Mar 30, 2021	$12B	$12B	33	12	0	n/a	n/a
2019	Mar 29, 2020	$9.4B	$9.4B	33	12	0	n/a	n/a
2018	Mar 23, 2019	$7.4B	$7.4B	28	10	0	n/a	n/a
2017	Mar 29, 2018	$8.1B	$8.1B	29	10	0	n/a	n/a
2016	Mar 24, 2017	$7.0B	$7.0B	27	8	n/a	n/a	n/a
2015	Mar 29, 2016	$6.2B	$6.2B	26	8	n/a	n/a	n/a
2014	Mar 31, 2015	$6.7B	$6.7B	26	8	n/a	n/a	n/a
2013	Mar 19, 2014	$7.2B	$7.2B	24	7	n/a	n/a	n/a
2012	Mar 22, 2013	$5.5B	$5.5B	23	7	n/a	n/a	n/a
2011	Jan 27, 2012	$5.5B	$5.5B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.5B	$11B	-42.4%	$13B	-20.9%	36	40	0	0

Relationships

Registered with (6)

← MaryAnn Elizabeth Sievila DahlAdvisorregistration: current employment
Dec 21, 2021 to presentfactForm ADV
← PHILOMENA ANN FERREEAdvisorregistration: current employment
May 30, 2017 to presentfactForm ADV
← KEITH ANDREW REILANDAdvisorregistration: current employment
Jan 5, 2015 to presentfactForm ADV
← ROBERT DAVID MCIVERAdvisorregistration: current employment
Apr 23, 2008 to presentfactForm ADV
← ROBERT FRANK ZAGUNISAdvisorregistration: previous registration
Mar 24, 1995 to Feb 28, 2018factForm ADV
← Monte D MitchellAdvisorregistration: previous registration
Nov 24, 2014 to Apr 7, 2015factForm ADV

Controls (5)

← BOND, ALLEN, THOMASOwnerVICE PRESIDENT AND MANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2018 to Mar 29, 2024factForm ADV
← SCHOENSTEIN, ERIC, HERBERTOwnerVICE PRESIDENT AND MANAGING DIRECTOR, ownership code C, individual
Jan 27, 2012 to Mar 29, 2024factForm ADV
← GODDARD, GABRIEL, LEEOwnerCHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR, ownership code A, individual
Oct 5, 2012 to Mar 29, 2024factForm ADV
← MCIVER, ROBERT, DAVIDOwnerPRESIDENT AND MANAGING DIRECTOR, ownership code C, individual
Jan 27, 2012 to Mar 29, 2024factForm ADV
← CONTRERAS, SHANNON, MARIEOwnerVICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2020 to Mar 29, 2024factForm ADV

Owns (1)

← CALAMAR, ADAM, DOUGLASOwnerPORTFOLIO MANAGER, ownership code A, individual
Mar 23, 2019 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Jensen Investment Management Inc. reported RAUM $6.5B, down 42% from $11.2B (2025-03-21 to 2026-03-30)
Form ADVobserved 6 days ago
$-4.8B
Occurred
Mar 30, 2021
Regulatory AUM changed
Jensen Investment Management Inc. reported RAUM $12.4B, up 32% from $9.4B (2020-11-04 to 2021-03-30)
Form ADVobserved 6 days ago
$3.0B
Occurred
Mar 29, 2020
Control person left
Scott Brian Ferrie (Vice President, Treasurer, Managing Director) no longer on Schedule A of Jensen Investment Management Inc. (listed 2019-06-25, absent 2020-03-29)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e38819b-2b5d-5fcc-9f32-0888523d5553
First observed: Jan 27, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JENSEN INVESTMENT MANAGEMENT INC.

JENSEN INVESTMENT MANAGEMENT INC, CRD 105281

LAKE OSWEGO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e38819b-2b5d-5fcc-9f32-0888523d5553

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT DAVID MCIVER

n/a

LAKE OSWEGO, OR

n/a

KEITH ANDREW REILAND

n/a

LAKE OSWEGO, OR

PHILOMENA ANN FERREE

n/a

LAKE OSWEGO, OR

MaryAnn Elizabeth Sievila Dahl

n/a

LAKE OSWEGO, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOND, ALLEN, THOMAS

VICE PRESIDENT AND MANAGING DIRECTOR

yes

09/2017

Mar 29, 2018

Mar 29, 2024

CONTRERAS, SHANNON, MARIE

VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR

yes

06/2022

Mar 29, 2020

Mar 29, 2024

GODDARD, GABRIEL, LEE

CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR

yes

09/2012

Oct 5, 2012

Mar 29, 2024

MCIVER, ROBERT, DAVID

PRESIDENT AND MANAGING DIRECTOR

yes

02/2007

Jan 27, 2012

Mar 29, 2024

SCHOENSTEIN, ERIC, HERBERT

VICE PRESIDENT AND MANAGING DIRECTOR

yes

02/2007

Jan 27, 2012

Mar 29, 2024

CALAMAR, ADAM, DOUGLAS

PORTFOLIO MANAGER

09/2015

Mar 23, 2019

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$6.5B

n/a

2024

Mar 21, 2025

$11B

n/a

2023

Mar 29, 2024

$13B

n/a

2022

Mar 30, 2023

$13B

n/a

2021

Mar 29, 2022

$14B

n/a

2020

Mar 30, 2021

$12B

n/a

2019

Mar 29, 2020

$9.4B

n/a

2018

Mar 23, 2019

$7.4B

n/a

2017

Mar 29, 2018

$8.1B

n/a

2016

Mar 24, 2017

$7.0B

n/a

2015

Mar 29, 2016

$6.2B

n/a

2014

Mar 31, 2015

$6.7B

n/a

2013

Mar 19, 2014

$7.2B

n/a

2012

Mar 22, 2013

$5.5B

n/a

2011

Jan 27, 2012

$5.5B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.5B

$11B

-42.4%

$13B

-20.9%