Hamilton Lane INC

Hamilton Lane Incorporated (Nasdaq: HLNE) is a global private markets investment solutions provider dedicated to helping clients design, implement and oversee portfolios of private markets funds and direct investments. Founded in 1991, the company operates through its principal asset, Hamilton Lane Advisors, L.L.C., and maintains approximately 785 employees across 23 global offices, including approximately 265 investment professionals serving clients worldwide. The company's website is located at www.hamiltonlane.com.

As of March 31, 2026, Hamilton Lane managed approximately $142 billion in discretionary assets under management and advised on approximately $905 billion in non-discretionary assets under advisement, representing total assets under management and advisement of approximately $1.0 trillion. The company serves a diverse client base ranging from large global institutional investors to private wealth clients, including prominent pension funds, sovereign wealth funds, endowments, foundations, family offices and high-net-worth individuals across North America, Europe, Asia, Australasia, Latin America, the Middle East and Africa.

Hamilton Lane offers multiple investment solutions across private markets asset classes including private equity, private credit, real estate, infrastructure, other real assets, growth equity, venture capital and impact. Its primary service offerings include customized separate accounts comprising approximately $92 billion of AUM, specialized funds comprising approximately $50 billion of AUM, advisory services, distribution management, and reporting, monitoring, data and analytics services. The company provides access to private markets through primary investments in third-party managed funds, secondary investments in existing fund interests, and direct investments alongside fund managers.

The company's competitive advantages include its market-leading position as one of the largest allocators of primary capital to world-leading fund managers, proprietary databases and analytics tools including its Cobalt LP platform, comprehensive suite of investment solutions across multiple asset classes and strategies, and established global platform with deep industry relationships. Hamilton Lane operates an "Up-C" structure with dual-class common stock, maintaining an organizational framework that provides tax advantages to pre-IPO owners while supporting the public company structure. No single client represents more than two percent of management and advisory fee revenues, with the top ten clients generating approximately eleven percent of such revenues.