Jensen Investment Management Inc
- Regulatory AUM
- $6.5B
- Discretionary
- $6.5B
- Clients
- 411
- Avg AUM / client
- $15.8M
- Accounts
- 937
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 216 | $19.8M | 0.31% |
| High net worth individuals | 154 | $540M | 8.34% |
| Investment companies | 4 | $4.4B | 68.0% |
| Pooled investment vehicles (non-investment companies) | 3 | $1.2B | 18.1% |
| Pension and profit sharing plans | 3 | $32.6M | 0.5% |
| Charitable organizations | 1 | $1.8M | 0.03% |
| State or municipal government entities | 1 | $63.0M | 0.97% |
| Other investment advisers | 4 | $68.6M | 1.06% |
| Corporations and other businesses | 13 | $128M | 1.98% |
| Other | 12 | $46.3M | 0.72% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Neca Local 145 Ibew Pension Fund Neca Local 145 Ibew Pension Fund | Moline, IL | 2024 |
| Sheet Metal Workers Local Union No. 80 Pension Fund Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert David Mciver | President And Managing Director | Feb 2007 (20y) | 25% – 50% | |
| Schoenstein, Eric, Herbert | Vice President And Managing Director | Feb 2007 (20y) | 25% – 50% | |
| Goddard, Gabriel, Lee | Chief Compliance Officer, General Counsel, Managing Director | Sep 2012 (14y) | 5% – 10% | |
| Calamar, Adam, Douglas | Portfolio Manager | Sep 2015 (11y) | 5% – 10% | |
| Bond, Allen, Thomas | Vice President And Managing Director | Sep 2017 (9y) | Less than 5% | |
| Contreras, Shannon, Marie | Vice President, Treasurer, And Managing Director | Jun 2022 (4y) | Less than 5% | |
| Keith Andrew Reiland | Registered representative | Jan 2015 (12y) | ||
| Philomena Ann Ferree | Registered representative | May 2017 (9y) | ||
| Mary Ann Elizabeth Sievila Dahl | Registered representative | Dec 2021 (5y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Neca Local 145 Ibew Pension Fund | Neca Local 145 Ibew Pension Fund | 865 | $275M | 09/01/2024 |
| Sheet Metal Workers Local Union No. 80 Pension Fund | Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | 1,348 | $422M | 06/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $642M (10% of AUM) Mar 2026
- State Street $419M (5% of AUM) Mar 2018
- BNY Mellon $317M (3% of AUM) Mar 2025
- Northern Trust $315M (4% of AUM) Mar 2018
- U.S. Bank $120M (1% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗