JENSEN INVESTMENT MANAGEMENT INC
Legal name: JENSEN INVESTMENT MANAGEMENT INC.
CRD #105281 SEC #801-32726 LAKE OSWEGO, OR 503-726-4384
SEC Registered
Total AUM
$11.2B
Discretionary
$11.2B
Employees
40
Clients
0
Accounts
994
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
- LEI
- 549300VD47D3K1WAVR22
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| BOND, ALLEN, THOMAS | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| CLARK, RICHARD, WILLIAM | I | MANAGING DIRECTOR - BUSINESS DEVELOPMENT | NA | Control |
| CONTRERAS, SHANNON, MARIE | I | DIRECTOR OF FINANCE, TREASURER | NA | |
| CONTRERAS, SHANNON, MARIE | I | DIRECTOR OF FINANCE, TREASURER | NA | |
| CONTRERAS, SHANNON, MARIE | I | DIRECTOR OF FINANCE, TREASURER | NA | |
| CONTRERAS, SHANNON, MARIE | I | DIRECTOR OF FINANCE, TREASURER | NA | |
| CONTRERAS, SHANNON, MARIE | I | VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR | NA | Control |
| CONTRERAS, SHANNON, MARIE | I | DIRECTOR OF FINANCE, TREASURER | NA | |
| CONTRERAS, SHANNON, MARIE | I | DIRECTOR OF FINANCE, TREASURER | NA | |
| CONTRERAS, SHANNON, MARIE | I | VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR | NA | Control |
| CONTRERAS, SHANNON, MARIE | I | VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR | NA | Control |
| CONTRERAS, SHANNON, MARIE | I | VICE PRESIDENT, TREASURER, AND MANAGING DIRECTOR | NA | Control |
| DAVIES, DAVID, S | I | PRINCIPAL | NA | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER, PRINCIPAL | NA | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER, PRINCIPAL | NA | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER, PRINCIPAL | NA | Control |
| FERRIE, BRIAN, SCOTT | I | DIRECTOR OF FINANCE AND COMPLIANCE | NA | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER, PRINCIPAL | NA | Control |
| FERRIE, BRIAN, SCOTT | I | DIRECTOR OF FINANCE AND COMPLIANCE | NA | Control |
| GODDARD, GABRIEL, L. | I | CHIEF COMPLIANCE OFFICER | NA | |
| GODDARD, GABRIEL, L. | I | CHIEF COMPLIANCE OFFICER | NA | |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, GENERAL COUNSEL | NA | |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, GENERAL COUNSEL | NA | |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, GENERAL COUNSEL | NA | |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, SECRETARY, GENERAL COUNSEL | NA | |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | NA | Control |
| OTTOSEN, JENNIFER | I | CHIEF COMPLIANCE OFFICER AND COUNSEL | NA | Control |
| OTTOSEN, JENNIFER | I | CHIEF COMPLIANCE OFFICER AND COUNSEL | NA | Control |
| OTTOSEN, JENNIFER | I | CHIEF COMPLIANCE OFFICER AND COUNSEL | NA | Control |
| OTTOSEN, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER AND COUNSEL | NA | Control |
| OTTOSEN, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER AND COUNSEL | NA | Control |
| SMITH, THOMAS, RICHARD | I | DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS | NA | Control |
| SMITH, THOMAS, RICHARD | I | DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS, MANAGING DIRECTOR | NA | Control |
| SMITH, THOMAS, RICHARD | I | DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS | NA | |
| SMITH, THOMAS, RICHARD | I | DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS | NA | |
| SMITH, THOMAS, RICHARD | I | DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS | NA | |
| SMITH, THOMAS, RICHARD | I | DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS | NA | |
| SMITH, THOMAS, RICHARD | I | DIRECTOR OF OPERATIONS & INFORMATION SYSTEMS | NA | |
| SMITH, THOMAS, RICHARD | I | VICE PRESIDENT AND MANAGING DIRECTOR | NA | Control |
| HIBLER, GARY, WALTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| HIBLER, GARY, WALTER | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| JENSEN, VAL, EDMOND | I | CHAIRMAN | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | C | Control |
| MILLEN, ROBERT, GREGG | I | CHAIRMAN AND PRINCIPAL | C | Control |
| MILLEN, ROBERT, GREGG | I | CHAIRMAN AND PRINCIPAL | C | Control |
| MILLEN, ROBERT, GREGG | I | CHAIRMAN AND PRINCIPAL | C | Control |
| MILLEN, ROBERT, GREGG | I | CHAIRMAN AND PRINCIPAL | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, MANAGING DIRECTOR | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | VICE PRESIDENT AND SECRETARY, PRINCIPAL | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | CHAIRMAN AND MANAGING DIRECTOR | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | CHAIRMAN AND MANAGING DIRECTOR | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | CHAIRMAN AND MANAGING DIRECTOR | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | CHAIRMAN AND MANAGING DIRECTOR | C | Control |
| ZAGUNIS, ROBERT, FRANK | I | CHAIRMAN AND MANAGING DIRECTOR | C | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | B | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | B | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | B | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | B | Control |
| HIBLER, GARY, WALTER | I | PRESIDENT | B | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | B | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | B | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | B | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | DIRECTOR OF SALES & MAKETING | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | DIRECTOR OF SALES & MAKETING | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND MANAGING DIRECTOR | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| MERTENS, DAVID, GERHARD | I | VICE PRESIDENT AND MANAGING DIRECTOR | B | Control |
| MILLEN, ROBERT, GREGG | I | PRINCIPAL | B | Control |
| MILLEN, ROBERT, GREGG | I | PRINCIPAL | B | Control |
| MILLEN, ROBERT, GREGG | I | PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | B | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND MANAGING DIRECTOR | B | Control |
| ZAGUNIS, ROBERT, FRANK | I | PRINCIPAL | B | Control |
| ZAGUNIS, ROBERT, FRANK | I | PRINCIPAL | B | Control |
| ZAGUNIS, ROBERT, FRANK | I | PRINCIPAL | B | Control |
| CALAMAR, ADAM, DOUGLAS | I | PORTFOLIO MANAGER | A | |
| CALAMAR, ADAM, DOUGLAS | I | PORTFOLIO MANAGER | A | |
| CALAMAR, ADAM, DOUGLAS | I | PORTFOLIO MANAGER | A | |
| CALAMAR, ADAM, DOUGLAS | I | PORTFOLIO MANAGER | A | |
| CALAMAR, ADAM, DOUGLAS | I | PORTFOLIO MANAGER | A | |
| CALAMAR, ADAM, DOUGLAS | I | PORTFOLIO MANAGER | A | |
| CALAMAR, ADAM, DOUGLAS | I | PORTFOLIO MANAGER | A | |
| Calamar, Adam, Douglas | I | PORTFOLIO MANAGER | A | |
| Calamar, Adam, Douglas | I | PORTFOLIO MANAGER | A | |
| Calamar, Adam, Douglas | I | PORTFOLIO MANAGER | A | |
| Calamar, Adam, Douglas | I | PORTFOLIO MANAGER | A | |
| Calamar, Adam, Douglas | I | PORTFOLIO MANAGER | A | |
| Calamar, Adam, Douglas | I | PORTFOLIO MANAGER | A | |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT AND TREASURER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT AND TREASURER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT AND TREASURER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT AND TREASURER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT AND TREASURER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER, PRINCIPAL | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | A | Control |
| FERRIE, BRIAN, SCOTT | I | VICE PRESIDENT, TREASURER, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| GODDARD, GABRIEL, LEE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGING DIRECTOR | A | Control |
| JENSEN, MARY, ELLEN | I | SHAREHOLDER | A | |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND PRINCIPAL | A | Control |
| MCIVER, ROBERT, DAVID | I | PRESIDENT AND MANAGING DIRECTOR | A | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | VICE PRESIDENT AND PRINCIPAL | A | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | DIRECTOR OF BUSINESS ANALYSIS | A | Control |
| SCHOENSTEIN, ERIC, HERBERT | I | DIRECTOR OF BUSINESS ANALYSIS | A | Control |
| SMITH, THOMAS, RICHARD | I | VICE PRESIDENT AND MANAGING DIRECTOR | A | Control |
| SMITH, THOMAS, RICHARD | I | VICE PRESIDENT AND MANAGING DIRECTOR | A | Control |
| SMITH, THOMAS, RICHARD | I | VICE PRESIDENT AND MANAGING DIRECTOR | A | Control |
| SMITH, THOMAS, RICHARD | I | VICE PRESIDENT AND MANAGING DIRECTOR | A | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (20)
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Address
5500 MEADOWS ROADSUITE 200
LAKE OSWEGO, OR 97035-3623
United States
Phone: 503-726-4384