DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Jensen Investment Management Inc.
Legal name Jensen Investment Management Inc
Latest filing Mar 30, 2026
First filing on the tape Jan 27, 2012 · 27 filings
SEC status approved since Aug 19, 1988
RAUM
$6.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
8.6%
$560M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$1.6B
derived; firm RAUM over IAPD count
Employees
36
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$6.5B as of Mar 30, 2026
Jan 27, 2012$5.5B then
HNW client RAUM$540M as of Mar 30, 2026
Mar 29, 2018$314M then
State-registered IARs (5.B.3)6 as of Mar 30, 2026
Jan 27, 20120 then
Employees (5.A)36 as of Mar 30, 2026
Mar 22, 201323 then
Private funds: no history
RAUM -42% over the last fiscal year-21% a year over threeIARs 7 to 6
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- $1.6BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 93derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $6.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 9.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -42%derivedbetween the last two annual amendments
- Advisor growth, one year
- -14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.1%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$4.4B68%
- Pooled investment vehicles$1.2B18%
- High-net-worth individuals$540M8.4%
- Corporations and businesses$128M2.0%
- Other investment advisers$68.6M1.1%
- State and municipal entities$63.0M1.0%
- Pension and profit-sharing plans$32.6M0.5%
- Individuals$19.8M0.3%
- Charitable organizations$1.8M0.0%
- Individual clients
- 216reported
- HNW clients
- 154reported
- Pension plan clients
- 3reported
- Charitable clients
- 1reported
- Accounts
- 937reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.09 fund_share=0.87 institutional_share=0.02 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert David Mciver | Lake Oswego, Or | Apr 23, 2008 | 20 y | 0 |
| Keith Andrew Reiland | Lake Oswego, Or | Jan 5, 2015 | 13 y | 1 |
| Philomena Ann Ferree | Lake Oswego, Or | May 30, 2017 | 14 y | 1 |
| Maryann Elizabeth Sievila Dahl | Lake Oswego, Or | Dec 21, 2021 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Robert Frank Zagunis to Keturi Investment Management, LLCFeb 28, 2018 · Other
- Monte D Mitchell to Td Ameritrade, Inc.Apr 7, 2015 · Other
Joined, latest
- Philomena Ann Ferree from Fisher InvestmentsMay 30, 2017 · Other
- Keith Andrew Reiland from Fisher InvestmentsJan 5, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Thomas Allen Bond · Vice President And Managing Directorcontrolsince 09/2017 · owns less than 5%
- Marie Shannon Contreras · Vice President, Treasurer, And Managing Directorcontrolsince 06/2022 · owns less than 5%
- Lee Gabriel Goddard · Chief Compliance Officer, General Counsel, Managing Directorcontrolsince 09/2012 · owns 5% to 10%
- David Robert Mciver · President And Managing Directorcontrolsince 02/2007 · owns 25% to 50%
- Herbert Eric Schoenstein · Vice President And Managing Directorcontrolsince 02/2007 · owns 25% to 50%
- Douglas Adam Calamar · Portfolio Managersince 09/2015 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lake Oswego, Or · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $11,237,215,945 to $6,477,451,866 (-42.0%) between the annual amendments of 2025-03-21 and 2026-03-30; the peer median change was +13.0% (631 comparable advisers, 0.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 0.5% percentile
What changed
consecutive filings, newest first
- Accounts · 994 to 937Mar 21, 2025 to Mar 30, 2026
- Advisory employees · 15 to 14Mar 21, 2025 to Mar 30, 2026
- BD registered reps · 4 to 3Mar 21, 2025 to Mar 30, 2026
- Corporate clients · 17 to 13Mar 21, 2025 to Mar 30, 2026
- HNW clients · 158 to 154Mar 21, 2025 to Mar 30, 2026
- Individual clients · 224 to 216Mar 21, 2025 to Mar 30, 2026
- Pension plan clients · 4 to 3Mar 21, 2025 to Mar 30, 2026
- Employees · 40 to 36Mar 21, 2025 to Mar 30, 2026
- State-registered IARs · 7 to 6Mar 21, 2025 to Mar 30, 2026
- Discretionary RAUM · $11B to $6.5BMar 21, 2025 to Mar 30, 2026
- HNW RAUM · $586M to $540MMar 21, 2025 to Mar 30, 2026
- Individual RAUM · $19.9M to $19.8MMar 21, 2025 to Mar 30, 2026
- Pension RAUM · $352M to $32.6MMar 21, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.1B to $1.2BMar 21, 2025 to Mar 30, 2026
- RAUM · $11B to $6.5BMar 21, 2025 to Mar 30, 2026
- Accounts · 431 to 994Mar 29, 2024 to Mar 21, 2025
- Advisory employees · 16 to 15Mar 29, 2024 to Mar 21, 2025
- HNW clients · 159 to 158Mar 29, 2024 to Mar 21, 2025
- Individual clients · 219 to 224Mar 29, 2024 to Mar 21, 2025
- Employees · 41 to 40Mar 29, 2024 to Mar 21, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Mar 21, 2025
- State-registered IARs · 6 to 7Mar 29, 2024 to Mar 21, 2025
- Discretionary RAUM · $13B to $11BMar 29, 2024 to Mar 21, 2025
- HNW RAUM · $542M to $586MMar 29, 2024 to Mar 21, 2025
- Individual RAUM · $20.8M to $19.9MMar 29, 2024 to Mar 21, 2025
- Pension RAUM · $322M to $352MMar 29, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $1.3B to $1.1BMar 29, 2024 to Mar 21, 2025
- RAUM · $13B to $11BMar 29, 2024 to Mar 21, 2025
- Accounts · 425 to 431Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 14 to 16Mar 30, 2023 to Mar 29, 2024
- BD registered reps · 5 to 4Mar 30, 2023 to Mar 29, 2024
- Corporate clients · 19 to 17Mar 30, 2023 to Mar 29, 2024
- HNW clients · 137 to 159Mar 30, 2023 to Mar 29, 2024
- Individual clients · 231 to 219Mar 30, 2023 to Mar 29, 2024
- Pension plan clients · 3 to 4Mar 30, 2023 to Mar 29, 2024
- Employees · 37 to 41Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $13B to $13BMar 30, 2023 to Mar 29, 2024
- HNW RAUM · $490M to $542MMar 30, 2023 to Mar 29, 2024
- Individual RAUM · $24.4M to $20.8MMar 30, 2023 to Mar 29, 2024
- Pension RAUM · $34.1M to $322MMar 30, 2023 to Mar 29, 2024
Signals
3 dated events
- Jensen Investment Management Inc. reported RAUM $6.5B, down 42% from $11.2B (2025-03-21 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Jensen Investment Management Inc. reported RAUM $12.4B, up 32% from $9.4B (2020-11-04 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- 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)Mar 29, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/JENSEN-INVESTMENT-MANAGEMENTreportedpublic record, Form ADV, Sep 18, 2026
- Website
- JENSENINVESTMENT.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 503-726-4384reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.6Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026