Hamilton Lane Incorporated
Hamilton Lane Incorporated is classed by the SEC under Investment Advice (industry code 6282), based in Conshohocken, PA. Its filings are on EDGAR under CIK 1433642; the figures the desk reads are not on file yet.
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.0 out of ten, 8 of 9 metrics filed and 1 estimated: past 6.1 out of ten, present 6.0 out of ten, future 5.7 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 8.3 out of ten. +17.4% a year over 10 filed years; profitable in 10 of 10. 83rd percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 2.4 out of ten. CrossAssetData estimate 2.4/10, confidence 35 of 100 (one part). 24th percentile among 46 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Financial health (present): 6.4 out of ten. ROE 27%: 27¢ of profit per shareholder dollar. Leverage 60%: owes 60¢ per asset dollar. 64th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 6.3 out of ten. top 37% of 42 in its family; net margin 32.8%. 63rd percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 5.2 out of ten. top 48% of 34 in its family for leadership; chief executive since 2024. 52nd percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 7.1 out of ten. top 29% of 41 in its family for room to expand. 71st percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 4.2 out of ten. bottom 42% of 41 in its family for growth drivers. 42nd percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 5.9 out of ten. top 41% of 40 in its family for expectations against reality. 59th percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-05-21 for the period ended 2026-03-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-04 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-04 (on EDGAR). Newest filing: Form 4, 2026-09-18. Filings on record since 2016. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2026: Management and Advisory Fee Revenue Specialized Funds 50%, Incentive Fee Revenue Specialized Funds 19%, Management and Advisory Fee Revenue Customized Separate Accounts 19%, Management and Advisory Fee Revenue Reporting and Other 5%, Incentive Fee Revenue Customized Separate Accounts 3%, Management and Advisory Fee Revenue Advisory 3%. By geography: Outside the United States 59%, United States 41%. As tagged in its annual report (Form 10-K, filed 2026-05-21).
Who runs it
Delgado-Moreira, Juan (Co-Chief Executive Officer); Hirsch, Erik R. (Co-Chief Executive Officer); Rogers, Hartley R. (Executive Co-Chairman); Giannini, Mario L (Executive Co-Chairman); Armbrister, Jeffrey Brian (Chief Financial Officer); Anigati, Andrea (Chief Operating Officer); Carl, Drew Thomas (Chief Accounting Officer); Gavalis, Lydia (General Counsel & Secretary); Schmertzler, Michael (director); Sexton, O Griffith (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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