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RIA · CRD 332151State-Registered Investment Adviser

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The DR Team

The DR Team is a ria based in San Francisco; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

Overview

THE DR TEAM is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, CA, United States

Principals

David Rogier

Founder

Madhavan Ramanujam

Partner

Sector focus

ConsumerEnterprise SoftwareFinTechReal EstateAI/MLEducation

Frequently asked questions

What sectors does The DR Team target?

The firm takes a generalist approach across technology, with activity concentrated in consumer platforms, enterprise software, and fintech. Real estate investments focus on multifamily and mixed-use properties in supply-constrained urban markets on the West Coast. The office has also demonstrated interest in companies at the intersection of education and technology, drawing on Rogier's MasterClass experience.

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