DRAGONEER INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$37B
Discretionary
$37B
100% of AUM
Avg account
$950M
Accounts
39
Employees
79
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
161443
Registered since
March 20, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dragoneer Investment Group, LLC is a privately held investment manager organized as an LLC and registered with the SEC since 2012. The firm operates across strategies typical of multi-strategy alternatives managers — it is classified as a hedge fund, private equity fund manager and a multifaceted fund manager — and serves an institutional client base. Fee arrangements include both asset-based and performance-linked components. Dragoneer acts in roles associated with pooled products (portfolio management for pooled investment vehicles) and is listed as a CPO/CTA, rather than as a traditional retail wealth manager. The firm is not positioned as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • LUKE DINDAY

    Chief Financial OfficerCRD 7086731

  • ERIN SCHNEIDER

    Chief Compliance Officer and Deputy General CounselCRD 7548890

Contacts

3 of 3
  • MICHAEL DIMITRUK

    PartnerCRD 5906646

  • PAT ROBERTSON

    PartnerCRD 4431713

  • MARC (NMN) STAD

    Founder and Portfolio ManagerCRD 6029309

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth