About Jensen Investment Management
Jensen Investment Management is a Financial Services company based in Lake Oswego (United States) founded in 1988. Funds investment management services are provided by the firm. Jensen Investment Management has raised $2.36 million across 5 funding rounds. Its chief executive, as recorded, is Rob McIver. Its focus areas include Asset Management and Mutual Funds. Its competitors include REX Shares, KA Fund Advisors and Hedonova; 2 of its 3 listed competitors have raised funding.
Company details
Jensen Investment Management was founded in 1988 and is based in Lake Oswego, United States. Operations focus on the financial sector, where investment funds are managed for clients. Services include portfolio oversight and strategic asset allocation, conducted from the companys primary location. Leadership is shared among co-CEOs and managing directors, ensuring structured decision-making in fund operations.
- Headquarters Lake Oswego, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website jenseninvestment.com
- Social LinkedIn X
- Total Equity Funding$2.36M (USD)
in 5 rounds
- Latest Funding Round$2.36M (USD), Series A
Mar 2019
Funding Insights of Jensen Investment Management
Jensen Investment Management has successfully raised a total of $2.36M across 5 strategic funding rounds. The most recent funding activity was a Series A round of $2.36 million completed in March 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.36M
- Total Rounds 5
- Last Round Series A — $2.36M
- First Round $308,546
(Mar 2010)
All 5 funding rounds of Jensen Investment Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2019 | $2.36M | Series A | – | – | – |
| Feb 2018 | $485,893 | Unspecified | – | – | – |
| Mar 2017 | $905,947 | Unspecified | – | – | – |
| Mar 2016 | $988,037 | Unspecified | – | – | – |
| Mar 2010 | $308,546 | Unspecified | – | – | – |
People of Jensen Investment Management
14 people are tracked at Jensen Investment Management (5 in leadership, 9 in team).
| Name | Role | Group |
|---|---|---|
Rob McIver | Co-CEO & MD | Leadership |
Allen Bond | Co-CEO & MD | Leadership |
Eric Schoenstein | Co-CEO & MD | Leadership |
Allen T. Bond | Managing Director, Head of Research & Portfolio Manager | Leadership |
Kevin Walkush | Portfolio Manager & Head of ESG | Leadership |
Andy Li | Business Analyst | Team |
Tyra Pratt | Portfolio Manager | Team |
Kurt M. Havnaer | Portfolio Manager | Team |
Megan Romero | Business Analyst | Team |
Adam Calamar | Portfolio Manager | Team |
Kimberlee Millar | Research Analyst | Team |
Ross Burford | Business Analyst | Team |
Jeff Wilson | Portfolio Manager | Team |
Jannis Fingberg | Business Analyst | Team |
Complete people profiles for Jensen Investment Management
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Timeline of Jensen Investment Management
3 dated milestones of Jensen Investment Management across 31 years, from founding to its latest funding, stage changes and deals.
- Founded Jensen Investment Management is founded.
- Funding First funding round of $309K.
- Funding Latest funding round, Series A, of $2.4M.
Competitors of Jensen Investment Management
Jensen Investment Management has 3 listed competitors in our database, 2 of them funded. They include REX Shares, KA Fund Advisors and Hedonova.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rexshares.com | 2014 | New York, United States | $3.49M | Cryptocurrency exchange-traded funds are offered for blockchain investments. | ||
| kaynefunds.com | 1984 | Winfield, United States | 335 | Mutual fund investment services are provided to clients. | ||
| hedonova.io | 2020 | Los Angeles, United States | $18.4M | Hedge funds focused on alternative assets |
Detailed competitors of Jensen Investment Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Web traffic of Jensen Investment Management
The website of Jensen Investment Management (jenseninvestment.com) receives about 6K visits a month.
- Monthly visits6K
▲ 71.2% vs previous month
Websites whose visitors overlap most with Jensen Investment Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| kppfinancial.com | 100% | 680.7K | #7,684,803 | View details | |
vsubhash.com | vsubhash.com | 78% | – | ||
| jensonfundingpartners.com | 76% | View details | |||
journal.seo.ir | journal.seo.ir | 75% | – | ||
| franklintempleton.com | 75% | 466.9K | #119,217 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 16 similar websites and full traffic analytics for Jensen Investment Management
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- 16 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Jensen Investment Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Jensen Investment Management
Complete news archive for Jensen Investment Management
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- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Jensen Investment Management
Jensen Investment Management was founded in 1988 and raised its 1st funding round 22 years after it was founded.
Jensen Investment Management is headquartered in Lake Oswego, United States. It is registered at Lake Oswego, Oregon, United States.
Rob McIver is the CEO of Jensen Investment Management, as recorded in our data.
Jensen Investment Management is a funded company, having raised a total of $2.36M across 5 funding rounds to date. The company's 1st funding round was a Unspecified of $308.55K, raised on Mar 2010.
Jensen Investment Management was founded in 1988 and is based in Lake Oswego, United States. Operations focus on the financial sector, where investment funds are managed for clients. Services include portfolio oversight and strategic asset allocation, conducted from the companys primary location. Leadership is shared among co-CEOs and managing directors, ensuring structured decision-making in fund operations.
Jensen Investment Management's top competitors include KA Fund Advisors, REX Shares and Hedonova.