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Current Employers
Jensen Capital Asset Management

Rancho Santa Fe, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-20
  • CA RA
    APPROVED
    Since 2024-02-20

Branch Locations

Rancho Santa Fe, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Academy Securities La Jolla CA 02/2014 10/2017
Jensen Capital Asset Management Solana Beach CA 04/2015 12/2022
Gemini Alternative Funds Llc San Diego CA 11/2016 09/2017
University Of San Diego San Diego CA 01/2015 05/2018
Pickwick Capital Partners, Llc White Plains NY 10/2017 04/2022
Waze/Google Los Angeles CA 03/2019 02/2021
Keep Trucking Inc San Francisco CA 03/2021 11/2021
Juniper Square Inc San Francisco CA 11/2021 Present
Jensen Capital Group Llc Rancho Santa Fe CA 01/2014 Present
Jsq Securities, Llc San Francisco CA 01/2023 09/2025
Jensen Capital Asset Management Llc Rancho Santa Fe CA 10/2023 Present
  • 02/2014 → 10/2017
    Academy Securities
    La Jolla, CA
  • 04/2015 → 12/2022
    Solana Beach, CA
  • 11/2016 → 09/2017
    Gemini Alternative Funds Llc
    San Diego, CA
  • 01/2015 → 05/2018
    University Of San Diego
    San Diego, CA
  • 10/2017 → 04/2022
    Pickwick Capital Partners, Llc
    White Plains, NY
  • 03/2019 → 02/2021
    Waze/Google
    Los Angeles, CA
  • 03/2021 → 11/2021
    Keep Trucking Inc
    San Francisco, CA
  • 11/2021 → Present
    Juniper Square Inc
    San Francisco, CA
  • 01/2014 → Present
    Jensen Capital Group Llc
    Rancho Santa Fe, CA
  • 01/2023 → 09/2025
    Jsq Securities, Llc
    San Francisco, CA
  • 10/2023 → Present
    Jensen Capital Asset Management Llc
    Rancho Santa Fe, CA
Previous Registrations
Other Businesses

1) JENSEN CAPITAL GROUP, LLC LOCATED AT 15599 CHURCHILL DR, RANCHO SANTA FE, CA 92091; NATURE OF BUSINESS: FAMILY OFFICE; RESPONSIBILITIES: EQUITY OWNER, CEO; COMPENSATION: PROFIT SHARE; PERSONAL FINANCIAL INVESTMENT: NO; HOURS PER WEEK DEVOTED TO ACTIVITY: 2 HRS; WILL ANY OF THESE HOURS OCCUR DURING THE FIRM'S NORMAL BUSINESS HOURS: NO; PROVIDE ANY ADDITIONAL INFORMATION: HOLDING COMPANY. 2) JUNIPER SQUARE INC. 555 Montgomery Street, Suite 1400, San Francisco, CA 94111 - NATURE: SOFTWARE COMPANY - WEBSITE: WWW.JUNIPERSQUARE.COM - ROLE: SVP OF SALES - HRS DEVOTED TO THIS ACTIVITY DURING THE FIRM'S NORMAL BUSINESS HRS: 32 A WEEK MOSTLY DURING SECURITIES TRADING HOURS 3) JENSEN CAPITAL ASSET MANAGEMENT, LLC. Yes - Investment related. 6003 La Flecha #7128, RANCHO SANTA FE, CA 92067; NATURE OF BUSINESS: CA Registered Investment Advisor. RESPONSIBILITIES: Managing Partner. October 2023. I hr per month total and 1 hr per month during securities trading hours. Provide investment compliance and operational services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-23
S63 Uniform Securities Agent State Law Examination 2011-12-29
  • S65 Uniform Investment Adviser Law Examination
    2015-07-23
  • S63 Uniform Securities Agent State Law Examination
    2011-12-29
Other Names
  • Stephen Jensen

View on SEC IAPD

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