UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the quarterly period ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________________ to ___________________________ Commission file number 001-38021 HAMILTON LANE INCORPORATED (Exact name of Registrant as specified in its charter) FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1 ...

Specialized funds: 56% Foreign exchange, market value and other (100) 47 (53) (47) % (213) % Balance, end of period $33,089 $36,234 $36,924 12 % 2 % Balance, end of period $21,776 $25,187 $26,175 20 % 4 % | --- | --- | --- | |---------------------------------------------------------------------------------|----------------|-------------------| | (Dollars in thousands) | March 31, 2023 | December 31, 2023 | | Assets | | | | Cash and cash equivalents | $99,686 | $164,450 | | Restricted cash 4,804 4,985 | | | ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________________ to ___________________________ Commission file number 001-38021 HAMILTON LANE INCORPORATED (Exact name of Registrant as specified in its char ...

Hamilton Lane Incorporated (NASDAQ:HLNE) Q1 2024 Earnings Conference Call August 1, 2023 11:00 AM ET Company Participants John Oh - Principal, Shareholder Relations Mario Giannini - Chief Executive Officer Erik Hirsch - Vice Chairman Atul Varma - Chief Financial Officer Conference Call Participants Michael Cyprys - Morgan Stanley Kenneth Worthington - JPMorgan Alexander Blostein - Goldman Sachs Adam Beatty - UBS Financial Michael Brown - KBW Finian O'Shea - Wells Fargo Operator Good morning, afternoon or ev ...

FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-38021 HAMILTON LANE INCORPORATED (Exact name of Registrant as specified in its charter) Delaware 26-2482738 (State or other jurisdiction of incorporation or organization) 110 Wa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________________ to ___________________________ Commission file number 001-38021 HAMILTON LANE INCORPORATED | (Exact name of Registrant as specified in its charter) | | | ...

Hamilton Lane Incorporated (NASDAQ:HLNE) Q4 2023 Earnings Conference Call May 25, 2023 11:00 AM ET Company Participants John Oh - Principal, Shareholder Relations Erik Hirsch - Vice Chairman Brian Gildea - Managing Director, Investments Atul Varma - Chief Financial Officer Conference Call Participants Michael Cyprys - Morgan Stanley Kenneth Worthington - JPMorgan Michael Brown - KBW Operator Good morning, afternoon or evening. My name is Jayle, and I will be your conference operator today. At this time, I w ...

HAMILTON LANE INCORPORATED (Exact name of Registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________________ to ___________________________ Commission file number 001-38021 ...

Financial Data and Key Metrics Changes - Year-to-date management and advisory fee revenue grew by 19%, while fee-related earnings increased by 10% compared to the prior year period [7] - GAAP EPS for the year-to-date was $1.88 based on $68.4 million of GAAP net income, and non-GAAP EPS was $1.95 based on $104.7 million of adjusted net income [7] - A dividend of $0.40 per share was declared, representing a 14% increase over the previous fiscal year, targeting $1.60 per share for fiscal year 2023 [8] Business Line Data and Key Metrics Changes - Total asset footprint, defined as the sum of AUM and AUA, stood at approximately $824 billion, reflecting a 2% year-over-year increase [20] - AUM grew by over $11 billion or 12% year-over-year, with fee-earning AUM at $52.7 billion, an increase of $8.1 billion or 18% relative to the prior year [21][23] - Fee-earning AUM from customized separate accounts was $32.3 billion, growing 18% over the past 12 months, while specialized funds reached $20.4 billion with a similar growth rate [25][26] Market Data and Key Metrics Changes - Public market volatility has created both opportunities and challenges, with some investors pivoting towards private markets for higher returns due to uncertainty [13] - Consumer spending remains strong in certain sectors, while technology valuations have declined, impacting the overall market landscape [14] Company Strategy and Development Direction - The company is expanding its global footprint with new offices in Europe and enhancing its distribution capabilities [16] - A new equity program was instituted to retain key talent and align employee interests with shareholders, with performance thresholds set for stock awards [17][18] - The company is focused on growing its presence in the retail channel and broadening its product offerings, including the launch of the Strategic Credit Opportunities Fund (SCOPE) [40] Management's Comments on Operating Environment and Future Outlook - The macroeconomic environment remains challenging with high inflation and rising interest rates, leading to a slowdown in economic growth [12] - Management believes that private markets are a long-term asset class and remains committed to maintaining growth despite current market conditions [15] - The company has experienced net positive inflows in all but one month year-to-date, averaging over $80 million of monthly net inflow for 2022 [43] Other Important Information - The acquisition of 361 Capital has enhanced the company's distribution capabilities, and a transaction agreement is in place to transfer management of certain funds to a third party [38] - The company has successfully exited its investment in the Private Market Connect joint venture, generating over a 20 times multiple on the initial investment [54] Q&A Session Summary Question: Discussion on tokenization and blockchain technology - Management discussed how tokenization can streamline legal processes and reduce costs, making access to private market investments easier [72][74] Question: Concerns about Evergreen fund inflows - Management views the outflow in September as a one-off and not indicative of a trend [80] Question: Product suitability for blockchain environment - Management believes that over time, private market investments will migrate to a tokenized environment, reducing friction and costs for customers [86] Question: Credit opportunities product strategy - The focus is on investing in small- to mid-sized companies that are cash flow positive, providing attractive risk and reward characteristics [90] Question: Outlook for 2023 commitments to private equity - Management anticipates a challenging environment for 2023 due to reduced capital availability and a slow market [110]

Fiscal Year 2023 Second Quarter Results Earnings Presentation - November 1, 2022 1 Hamilton Lane l Global Leader in the Private Markets Today's Speakers Erik Hirsch Atul Varma John Oh Brian Gildea Mario Giannini Chief Executive Officer Vice Chairman Chief Financial Officer Investor Relations Manager Managing Director - Investments 2 Hamilton Lane l Global Leader in the Private Markets Period Highlights Business Performance • Assets under management and fee-earning assets under management were $107 billion a ...