Investment adviser · CRD 161443

DRAGONEER INVESTMENT GROUP, LLC

SAN FRANCISCO, CA, United States · Form ADV filed May 4, 2026

Regulatory AUM
$37B
Form ADV · Item 5.F
Client accounts
39
Accounts, not individual clients
Employees
79
Reported in this filing
Advisory professionals
22
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$18.5B$37BFY 2021: $24,939,334,895.00FY 2021FY 2022: $21,729,013,211.00FY 2022FY 2023: $22,663,899,860.00FY 2023FY 2024: $25,611,240,053.00FY 2024FY 2025: $37,035,962,249.00FY 2025

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$24,939,334,89551Mar 31, 2022
2022$21,729,013,21176Mar 31, 2023
2023$22,663,899,86083Mar 28, 2024
2024$25,611,240,05378Mar 31, 2025
2025$37,035,962,24979Mar 31, 2026

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles39$37,035,962,249100.0%
Filing source

Form ADV 2102983 · May 4, 2026 · Item 5.D

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Custodian · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

Private funds & service providers

39 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

DRAGONEER GLOBAL FUND II, LPHedge Fund · Master$14.2BGross asset value

Form D fundraising filings

View filings for the issuers linked by this fund’s reported Form D file numbers.

Fund administrator APEX GROUP LTD. EBENE, Mauritius Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →
Fund administrator SS&C TECHNOLOGIES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG GEORGE TOWN, Cayman Islands Other funds reporting this name →
Custodian ABSA BANK (MAURITIUS) LIMITED EBENE, Mauritius Related to adviser: No Other funds reporting this name →
Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG
PCAOB 1323

CARTA SECURITIES, LLC
SEC 8-69701

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-3918285403
Reported beneficial owners
233
Minimum commitment
$25M
Form D file number
021-226044
Form D file number
021-226045

Form ADV 2102983 · May 4, 2026 · Schedule D 7.B.(1)

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

DRAGONEER OPPORTUNITIES FUND VII, L.P.Private Equity Fund · Master$5.56BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP SAN FRANCISCO, California, United States Other funds reporting this name →
Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Marketer GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

CARTA SECURITIES, LLC
SEC 8-69701

J.P. MORGAN SECURITIES LLC
SEC 8-35008

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 801-16048

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

Fund details & source
Fund ID
805-2111905354
Reported beneficial owners
181
Minimum commitment
$10M
Form D file number
021-551805
Form D file number
021-55180502

Form ADV 2102983 · May 4, 2026 · Schedule D 7.B.(1)

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

DRAGONEER OPPORTUNITIES FUND VI, L.P.Private Equity Fund · Master$5.02BGross asset value

Form D fundraising filings

View filings for the issuers linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP SAN FRANCISCO, California, United States Other funds reporting this name →
Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian KOTAK MAHINDRA BANK MUMBAI, India Related to adviser: No Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CARTA SECURITIES, LLC
SEC 8-69701

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-8343417763
Reported beneficial owners
197
Minimum commitment
$10M
Form D file number
021-414970
Form D file number
021-414971

Form ADV 2102983 · May 4, 2026 · Schedule D 7.B.(1)

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ALISIO HOLDINGS, LPPrivate Equity Fund · Master$3.08BGross asset value

Form D fundraising filings

View filings for the issuers linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP SAN FRANCISCO, California, United States Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-7775855074
Reported beneficial owners
23
Minimum commitment
$0
Form D file number
021-272440
Form D file number
021-272507

Form ADV 2102983 · May 4, 2026 · Schedule D 7.B.(1)

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

DRAGONEER OPPORTUNITIES FUND IV, L.P.Private Equity Fund · Master$1.7BGross asset value

Form D fundraising filings

View filings for the issuers linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP SAN FRANCISCO, California, United States Other funds reporting this name →
Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian KOTAK MAHINDRA BANK MUMBAI, India Related to adviser: No Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CARTA SECURITIES, LLC
SEC 8-69701

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-6411596539
Reported beneficial owners
70
Minimum commitment
$10M
Form D file number
021-323305
Form D file number
021-323306

Form ADV 2102983 · May 4, 2026 · Schedule D 7.B.(1)

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

DRAGONEER OPPORTUNITIES FUND V, L.P.Private Equity Fund · Master$1.57BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP SAN FRANCISCO, California, United States Other funds reporting this name →
Custodian CARTA SECURITIES, LLC SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian KOTAK MAHINDRA BANK MUMBAI, India Related to adviser: No Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CARTA SECURITIES, LLC
SEC 8-69701

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-9091354368
Reported beneficial owners
144
Minimum commitment
$10M
Form D file number
021-365004

Form ADV 2102983 · May 4, 2026 · Schedule D 7.B.(1)

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

OPERAND DC HOLDINGS III, LPPrivate Equity Fund$1.25BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP SAN FRANCISCO, California, United States Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY
CRD 149777 · SEC 801-70103

Fund details & source
Fund ID
805-7125725274
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-550627

Form ADV 2102983 · May 4, 2026 · Schedule D 7.B.(1)

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 31, 2026 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2102983 · May 4, 2026 · Items 1 & 5

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$37B
Non-discretionary
$0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1 LETTERMAN DRIVE, BUILDING D, SUITE M-500
SAN FRANCISCO, CA, 94129, United States

CRD 161443

Filing source

Form ADV 2102983 · May 4, 2026 · Items 1 & 5

Reported by DRAGONEER INVESTMENT GROUP, LLC (CRD 161443).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.