Investment adviser · CRD 161443

DRAGONEER INVESTMENT GROUP, LLC

SAN FRANCISCO, CA, United States · Form ADV filed Mar 31, 2025

Regulatory AUM: $25.6B
Client accounts: 34
Employees: 78
Advisory professionals: 27

How this adviser has changed

Annual filings

Regulatory assets under management

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 year	Regulatory AUM	Employees	Filed
2021	$24,939,334,895	51	Mar 31, 2022
2022	$21,729,013,211	76	Mar 31, 2023
2023	$22,663,899,860	83	Mar 28, 2024
2024	$25,611,240,053	78	Mar 31, 2025

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	34	$25,611,240,053	100.0%

Filing source

Form ADV 1973959 · Mar 31, 2025 · Item 5.D

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

NUVAMA WEALTH MANAGEMENT

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

34 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$12.1BGross 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 FIRST REPUBLIC BANK NOW PART OF JP MORGAN CHASE SAN FRANCISCO, California, 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

Fund details & source

Fund ID: 805-3918285403
Reported beneficial owners: 228
Minimum commitment: $25M
Form D file number: 021-226044
Form D file number: 021-226045

Form ADV 1973959 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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$4.49BGross 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: 196
Minimum commitment: $10M
Form D file number: 021-414970
Form D file number: 021-414971

Form ADV 1973959 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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$2.92BGross 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 1973959 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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$1.72BGross asset value