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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 |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-13 |
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