Best Investors
Account
Sign in
Rancho Santa Fe, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-29 |
Reach out to this advisor