Welcome to our dedicated page for Hamilton Lane SEC filings (Ticker: HLNE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Hamilton Lane Incorporated filings document the public-company records of a Delaware private markets investment manager and its operating subsidiary, Hamilton Lane Advisors, L.L.C. Recent Form 8-K disclosures cover operating and financial results, stock repurchase program activity, amendments to term-loan arrangements, registered Class A common stock offerings, and other material events affecting capital structure and financing.
Proxy and meeting-related filings describe board elections, advisory compensation votes, auditor ratification, dual-class voting mechanics for Class A and Class B common stock, executive compensation, and corporate governance matters.
Hamilton Lane Incorporated outlines its global private markets investment platform in this annual report. The firm manages approximately $142 billion of discretionary assets under management and advises on about $905 billion of non‑discretionary assets under advisement as of March 31, 2026. Its business spans customized separate accounts, commingled specialized funds, advisory services, distribution management and data and analytics tools such as its Cobalt LP platform.
Hamilton Lane reports a 7% compound annual growth rate in AUM and 3% in AUA from March 31, 2022 to March 31, 2026, supported by a diversified global client base of more than 2,800 institutions and intermediaries, with no single client contributing more than 2% of management and advisory fee revenues. As of that date, fee‑earning AUM is about $82 billion, and the firm employs roughly 785 people across 23 offices worldwide.
The company describes its "Up‑C" organizational structure, dual‑class share system and controlled‑company status, and highlights key business strategies, including expanding evergreen funds and private wealth channels, defined contribution products, digital and tokenization initiatives, and responsible investment practices. It also summarizes extensive regulatory, business and structural risk factors tied to competition, leverage, valuation, regulation, technology, sustainability commitments and its reliance on Hamilton Lane Advisors, L.L.C. for cash distributions.
Hamilton Lane Incorporated reported solid growth for the fourth quarter and fiscal year 2026. For the year ended March 31, 2026, total revenues were $759 million, up 6% from fiscal 2025, while management and advisory fees rose 14% to $584.2 million.
Net income attributable to Hamilton Lane Incorporated increased 15% to $249.2 million, with GAAP diluted EPS of $5.92, up 9%. Adjusted net income was $321.2 million and non-GAAP EPS was $5.90, both up 17%. Fee Related Earnings reached $344.5 million, a 25% increase, and Adjusted EBITDA was $407.6 million, up 11%.
As of March 31, 2026, assets under management were $141.8 billion and assets under advisement $905.3 billion, totaling about $1.05 trillion. The company declared a quarterly dividend of $0.60 per Class A share, implying a $2.40 annual dividend, 11% higher than the prior fiscal year, and expanded its stock repurchase authorization to $100 million.
Hamilton Lane Inc ownership disclosure: Kayne Anderson Rudnick Investment Management, LLC amended its Schedule 13G/A to report beneficial ownership of 3,415,380 shares of Hamilton Lane common stock, representing 7.8% of the class as shown in the excerpt. The filing lists voting and dispositive powers, including 2,424,920 shares with sole voting power and 972,312 shares with shared voting and dispositive power.
The Vanguard Group filed Amendment No. 9 to a Schedule 13G/A reporting 0 shares (0%) of Hamilton Lane Inc common stock. The filing states that, following an internal realignment on January 12, 2026, certain subsidiaries or business divisions will report beneficial ownership separately in reliance on SEC Release No. 34-39538. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Hamilton Lane Inc. Chief Operating Officer Andrea Anigati Kramer delivered 1,212 shares of Class A common stock at $96.85 per share to the company to pay withholding taxes due on vesting of previously granted restricted stock awards. This is a tax-withholding disposition, not an open‑market sale.
After this transaction, she holds 64,549 Class A shares directly. She also has performance stock awards, each representing a contingent right to one Class A share, with performance periods ending on September 16, 2029, September 16, 2030, and September 16, 2031. Additional indirect interests include Class B and Class C units exchangeable one‑for‑one into Class A shares and Class A shares held through an IRA trust and HL Management Investors, LLC.
Hamilton Lane Inc. Chief Operating Officer Andrea Anigati Kramer delivered 1,212 shares of Class A common stock at $96.85 per share to the company to pay withholding taxes due on vesting of previously granted restricted stock awards. This is a tax-withholding disposition, not an open‑market sale.
After this transaction, she holds 64,549 Class A shares directly. She also has performance stock awards, each representing a contingent right to one Class A share, with performance periods ending on September 16, 2029, September 16, 2030, and September 16, 2031. Additional indirect interests include Class B and Class C units exchangeable one‑for‑one into Class A shares and Class A shares held through an IRA trust and HL Management Investors, LLC.
Hamilton Lane Co-CEO Erik R. Hirsch reported a compensation-related share disposition tied to tax obligations. On March 14, 2026, 6,912 shares of Class A common stock were delivered to the company at $96.85 per share to cover withholding taxes on vested restricted stock awards, rather than sold on the open market.
After this tax-withholding event, Hirsch directly holds 63,582 Class A shares. He also has performance stock representing up to 544,000 Class A shares that vest only if the stock reaches specified price targets before September 16, 2031. In addition, Class B units representing 809,781 underlying Class A shares are held on his behalf by HL Management Investors, LLC and may be exchanged one-for-one for Class A shares or cash, with corresponding Class B common stock carrying ten votes per share but minimal economic value.
Hamilton Lane Co-CEO Erik R. Hirsch reported a compensation-related share disposition tied to tax obligations. On March 14, 2026, 6,912 shares of Class A common stock were delivered to the company at $96.85 per share to cover withholding taxes on vested restricted stock awards, rather than sold on the open market.
After this tax-withholding event, Hirsch directly holds 63,582 Class A shares. He also has performance stock representing up to 544,000 Class A shares that vest only if the stock reaches specified price targets before September 16, 2031. In addition, Class B units representing 809,781 underlying Class A shares are held on his behalf by HL Management Investors, LLC and may be exchanged one-for-one for Class A shares or cash, with corresponding Class B common stock carrying ten votes per share but minimal economic value.
Hamilton Lane Inc. Chief Financial Officer Jeffrey Brian Armbrister reported routine equity compensation activity. On March 14, 2026, 590 shares of Class A common stock were delivered back to Hamilton Lane at $96.85 per share to cover withholding taxes due on previously vested restricted stock awards. After this tax-withholding disposition, he directly held 10,849 shares of Class A common stock.
Armbrister also reported holdings of performance stock that each represent a contingent right to receive one share of Class A common stock. These awards vest only if Hamilton Lane’s Class A stock reaches specified price or total shareholder return targets, with performance periods ending on September 16, 2029, September 16, 2030, and September 16, 2031. The filing shows underlying performance stock positions tied to 4,348, 13,044, and 2,033 potential Class A shares, all held directly.
Hamilton Lane Inc. Chief Financial Officer Jeffrey Brian Armbrister reported routine equity compensation activity. On March 14, 2026, 590 shares of Class A common stock were delivered back to Hamilton Lane at $96.85 per share to cover withholding taxes due on previously vested restricted stock awards. After this tax-withholding disposition, he directly held 10,849 shares of Class A common stock.
Armbrister also reported holdings of performance stock that each represent a contingent right to receive one share of Class A common stock. These awards vest only if Hamilton Lane’s Class A stock reaches specified price or total shareholder return targets, with performance periods ending on September 16, 2029, September 16, 2030, and September 16, 2031. The filing shows underlying performance stock positions tied to 4,348, 13,044, and 2,033 potential Class A shares, all held directly.
Hamilton Lane Inc. Chief Accounting Officer Carl Drew Thomas reported routine share movements tied to compensation and tax withholding. He acquired 46 shares of Class A common stock on December 31, 2025 through the company’s Employee Share Purchase Plan, a transaction exempt under Rule 16b-3(d). On March 14, 2026, 85 shares of Class A common were delivered back to the company to cover withholding taxes due upon the vesting of previously granted restricted stock awards, reducing his direct holdings to 1,178 shares. He also holds performance stock representing a contingent right to receive 1,356 shares of Class A common stock, which will vest only if the stock achieves a specified total shareholder return growth rate over a performance period ending on September 16, 2030.
Hamilton Lane Inc. Chief Accounting Officer Carl Drew Thomas reported routine share movements tied to compensation and tax withholding. He acquired 46 shares of Class A common stock on December 31, 2025 through the company’s Employee Share Purchase Plan, a transaction exempt under Rule 16b-3(d). On March 14, 2026, 85 shares of Class A common were delivered back to the company to cover withholding taxes due upon the vesting of previously granted restricted stock awards, reducing his direct holdings to 1,178 shares. He also holds performance stock representing a contingent right to receive 1,356 shares of Class A common stock, which will vest only if the stock achieves a specified total shareholder return growth rate over a performance period ending on September 16, 2030.
Hamilton Lane Inc. General Counsel & Secretary Lydia Gavalis reported a routine tax-related share disposition. She delivered 549 shares of Class A common stock to the company at $96.85 per share to cover withholding taxes on previously vested restricted stock awards. After this transaction, she directly holds 32,889 Class A shares.
She also holds performance stock awards that each represent a contingent right to one share of Class A common stock. One grant covers 1,356 underlying shares with a performance period ending on September 16, 2030, tied to a specified growth rate of total shareholder return. Another covers 6,522 underlying shares with a performance period ending on September 16, 2029, tied to achieving a specified share price.
Hamilton Lane Inc. General Counsel & Secretary Lydia Gavalis reported a routine tax-related share disposition. She delivered 549 shares of Class A common stock to the company at $96.85 per share to cover withholding taxes on previously vested restricted stock awards. After this transaction, she directly holds 32,889 Class A shares.
She also holds performance stock awards that each represent a contingent right to one share of Class A common stock. One grant covers 1,356 underlying shares with a performance period ending on September 16, 2030, tied to a specified growth rate of total shareholder return. Another covers 6,522 underlying shares with a performance period ending on September 16, 2029, tied to achieving a specified share price.
Hamilton Lane Inc. director David J. Berkman reported an indirect open-market purchase of Class A Common Stock. A family trust named The 2006 Berkman Trust for David J. Berkman Family bought 10,000 shares at $101 per share, resulting in indirect ownership of 10,000 shares. Separately, Berkman is shown with 25,000 shares of Class A Common Stock held directly after the reported transactions.