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DRAGONEER INVESTMENT GROUP, LLC

SAN FRANCISCO, CA · CRD 161443 · IAPD ↗ · dragoneer.com · 415-539-3105

$37.04BRegulatory AUM
22Advisory reps
79Employees
0Clients
n/aPlanning clients
39Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — DRAGONEER INVESTMENT GROUP, LLC shrank from 27 to 22 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2026 — DRAGONEER INVESTMENT GROUP, LLC reported RAUM up 45% ($25.61B -> $37.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.