# JENSEN INVESTMENT MANAGEMENT INC

JENSEN INVESTMENT MANAGEMENT INC of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 105281
- Type: SEC-registered investment adviser
- SEC file number: 801-32726
- Location: 5500 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR, 97035-3623
- Phone: 503-726-4384
- Latest filing: 2026-03-30
- Regulatory AUM: $6.5B
- Discretionary AUM: $6.5B
- Clients: 36
- Accounts: 937

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Robert David Mciver | PRESIDENT AND MANAGING DIRECTOR | — |
| Gabriel Lee Goddard | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | — |
| Allen Thomas Bond | VICE PRESIDENT AND MANAGING DIRECTOR | — |
| Adam Douglas Calamar | PORTFOLIO  MANAGER | — |
| Shannon Marie Contreras | VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR | — |
| Richard William Clark | MANAGING DIRECTOR - BUSINESS DEVELOPMENT | — |
| SMITH JAMES RICHARD | DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS; DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS, MANAGING DIRECTOR; VICE PRESIDENT AND MANAGING DIRECTOR | — |
| GODDARD GABRIEL L | CHIEF COMPLIANCE OFFICER | — |
| MILLEN ROBERT GREGG | CHAIRMAN AND PRINCIPAL; PRINCIPAL | — |
| ZAGUNIS ROBERT FRANK | CHAIRMAN AND MANAGING DIRECTOR; PRINCIPAL; VICE PRESIDENT AND SECRETARY, MANAGING DIRECTOR (+1 more) | — |
| MERTENS DAVID GERHARD | DIRECTOR OF SALE & MAKETING; DIRECTOR OF SALES & MAKETING; VICE PRESIDENT AND MANAGING DIRECTOR (+1 more) | — |
| SCHOENSTEIN ERIC HERBERT | DIRECTOR OF BUSINESS ANALYSIS; VICE PRESIDENT AND MANAGING DIRECTOR; VICE PRESIDENT AND PRINCIPAL | — |
| FERRIE BRIAN SCOTT | DIRECTOR OF FINANCE AND CHIEF COMPLIANCE OFFICER; DIRECTOR OF FINANCE AND COMPLIANCE; VICE PRESIDENT AND TREASURER, PRINCIPAL (+3 more) | — |
| MCIVER ROBERT DAVID | DIRECTOR OF OPERATIONS; PRESIDENT AND MANAGING DIRECTOR; PRESIDENT AND PRINCIPAL | — |
| HIBLER GARY WALTER | PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| JENSEN VAL EDMOND | CHAIRMAN | — |
| DAVIES DAVID S | CFO; PRINCIPAL | — |
| JENSEN MARY ELLEN | SHAREHOLDER | — |
| OTTOSEN JENNIFER | CHIEF COMPLIANCE OFFICER AND COUNSEL | — |
| OTTOSEN JENNIFER ANN | CHIEF COMPLIANCE OFFICER AND COUNSEL | — |
| CONTRERAS SHANNON MARIE | DIRECTOR OF FINANCE, TREASURER; VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR | — |
| GODDARD GABRIEL LEE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR (+1 more) | — |
| BOND ALLEN THOMAS | VICE PRESIDENT AND MANAGING DIRECTOR | — |
| Calamar Adam Douglas | PORTFOLIO  MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105281/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105281/similar
- Related entities: https://search.stillhousedata.com/firm/105281/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105281

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.