$80.83
+1.2%Hamilton Lane Incorporated is an investment firm specializing in direct and fund of fund investments. It provides following services: separate accounts (customized to each individual client and structured as single client vehicles); specialized strategies (fund-of-funds, secondaries, co-investments, taft-hartley, distribution management); advisory relationships (including due diligence, strategic portfolio planning, monitoring and reporting services); and reporting and analytics solutions. For direct investments, the firm invests in early, mid and late venture, mature companies, growth equity, emerging growth, distressed debt, later stage, turnarounds, bridge financing, mezzanine financing, and buyouts in middle market companies. For fund of fund investments, it invests in mezzanine, venture capital, private equity, turnaround, secondary investments, real estate, and special situation funds. The firm invests in real estate investments. It also invest in technology, healthcare, education, natural resources, energy and essential consumer goods sectors, cleantech, and environment, community development, and financial empowerment. It invests in private equity markets in North America, Latin America, United States, Western Europe, Middle East, Africa, United Kingdom, Asia, Japan, and Australia. The firm prefer to invest $1 million to $100 million in companies. It prefers to have majority stake in companies. Hamilton Lane Incorporated was founded in 1991 and is based in Conshohocken, Pennsylvania with additional offices across Europe, North America, and Asia.
HLNE - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
10-K 10-K 2026 FY FY | May 21, 2026 | March 31, 2026 | 2026 | |
8-K 8-K 2026 N/A | May 21, 2026 | May 21, 2026 | 2026 | |
8-K 8-K 2026 N/A | February 20, 2026 | February 20, 2026 | 2026 | |
10-Q 10-Q 2025 Q4 Q4 | February 03, 2026 | December 31, 2025 | 2025 | |
8-K 8-K 2026 N/A | February 03, 2026 | February 03, 2026 | 2026 | |
10-Q 10-Q 2025 Q3 Q3 | November 04, 2025 | September 30, 2025 | 2025 | |
8-K 8-K 2025 N/A | November 04, 2025 | November 04, 2025 | 2025 | |
8-K 8-K 2025 N/A | October 06, 2025 | October 01, 2025 | 2025 | |
8-K 8-K 2025 N/A | September 05, 2025 | September 04, 2025 | 2025 | |
8-K 8-K 2025 N/A | September 04, 2025 | September 02, 2025 | 2025 |
Essential regulatory documents for investors
SEC filings are mandatory documents that publicly traded companies must submit to the Securities and Exchange Commission. These reports provide critical insights into a company's financial health, operations, risks, and strategic direction. For investors conducting due diligence, these filings are the most authoritative source of company information.
Comprehensive annual financial report filed within 60-90 days of fiscal year-end. Includes audited financial statements, management discussion & analysis (MD&A), risk factors, and detailed business operations. The most thorough financial disclosure of the year.
Unaudited quarterly financial report filed within 40-45 days after each of the first three fiscal quarters. Provides updates on financial position, results of operations, and significant events. Essential for tracking quarterly performance trends.
Event-driven filing for material events that shareholders should know about, filed within 4 business days. Includes acquisitions, executive changes, bankruptcy, earnings releases, and other significant developments. Critical for staying informed about breaking news.
Definitive proxy statement sent to shareholders before annual meetings. Contains executive compensation details, board member information, voting matters, and corporate governance policies. Key for understanding management incentives and board composition.
Initial registration for securities offerings, including IPOs. Provides detailed company history, business model, financial statements, risk factors, and use of proceeds. Essential for evaluating new investment opportunities and understanding company fundamentals.
Annual report for foreign private issuers, equivalent to Form 10-K for non-U.S. companies. Filed within 4-6 months of fiscal year-end. Contains audited financials, business description, and regulatory disclosures adapted for international companies.
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.