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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
Jensen Capital Asset Management Llc Solana Beach CA 04/2015 10/2022
Academy Securities Del Mar CA 07/2015 10/2017
Gemini Alternative Funds, Llc Solana Beach CA 10/2016 09/2017
Jensen Capital Group, Llc Solana Beach CA 03/2015 12/2018
Pacific Western Bank San Diego CA 04/2017 07/2021
Pickwick Capital Partners, Llc White Plains NY 10/2017 04/2022
Df3 Holdings Llc Rancho Santa Fe CA 07/2014 Present
Redhill Realty Investors, Lp San Diego CA 01/2019 07/2022
Jensen Capital Investments, Llc Rancho Santa Fe CA 03/2015 12/2018
Juniper Square Inc San Francisco CA 07/2022 12/2023
Jsq Securities, Llc San Francisco CA 07/2022 09/2025
Jensen Capital Asset Management Llc Rancho Santa Fe CA 10/2023 Present
His Glory Development Llc Rancho Santa Fe CA 07/2023 Present
Bkm Capital Partners L.P. Newport Beach CA 03/2024 Present
  • 04/2015 → 10/2022
    Jensen Capital Asset Management Llc
    Solana Beach, CA
  • 07/2015 → 10/2017
    Academy Securities
    Del Mar, CA
  • 10/2016 → 09/2017
    Gemini Alternative Funds, Llc
    Solana Beach, CA
  • 03/2015 → 12/2018
    Jensen Capital Group, Llc
    Solana Beach, CA
  • 04/2017 → 07/2021
    Pacific Western Bank
    San Diego, CA
  • 10/2017 → 04/2022
    Pickwick Capital Partners, Llc
    White Plains, NY
  • 07/2014 → Present
    Df3 Holdings Llc
    Rancho Santa Fe, CA
  • 01/2019 → 07/2022
    Redhill Realty Investors, Lp
    San Diego, CA
  • 03/2015 → 12/2018
    Jensen Capital Investments, Llc
    Rancho Santa Fe, CA
  • 07/2022 → 12/2023
    Juniper Square Inc
    San Francisco, CA
  • 07/2022 → 09/2025
    Jsq Securities, Llc
    San Francisco, CA
  • 10/2023 → Present
    Jensen Capital Asset Management Llc
    Rancho Santa Fe, CA
  • 07/2023 → Present
    His Glory Development Llc
    Rancho Santa Fe, CA
  • 03/2024 → Present
    Bkm Capital Partners L.P.
    Newport Beach, CA
Previous Registrations
Other Businesses

(1) DF3 HOLDINGS LLC; Yes, 6003 La Flecha, Rancho Santa Fe, CA. 92067; Family Office/Holding Company; Managing Member; 07/2014; 2 hrs a month, not during trading hours. The role is to manage family investments. (2) CALIFORNIA REAL ESTATE BROKER; No. 6003 La Flecha, Rancho Santa Fe, CA. 92067; Real Estate Brokerage; Licensed Real Estate Broker; 09/2018; 2 hrs a month, not during trading hours; The role is to broker real estate transactions. (3) HIS GLORY DEVELOPMENT LLC; Not Investment Related; 6003 La Flecha, Suite 7128, Rancho Santa Fe, CA 92067; real estate development; Managing Member; 07/2023; 1 Hrs per month not during trading hours. Role is to manage real estate development activities. (4) 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: CCO. 10/23. I hr per month and 1 hr per month during securities trading hours. Provide investment compliance and operational services. (5) BKM Capital Partners L.P. Yes - Investment related. 1701 Quail Street, Suite 100. Newport Beach, CA. 92660. NATURE OF BUSINESS: Commercial real estate property acquisition and management. Managing Director. 3/2024. 80 hrs per month and most of that time during securities trading hours. RESPONSIBILITIES: Strategic partnership development.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-07-31
S65 Uniform Investment Adviser Law Examination 2015-03-13
  • S63 Uniform Securities Agent State Law Examination
    2015-07-31
  • S65 Uniform Investment Adviser Law Examination
    2015-03-13

View on SEC IAPD

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