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Hamilton Lane Inc SEC Filings

HLNE NASDAQ

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.

Tracking Hamilton Lane’s private-markets performance shouldn’t require reading dense, 300-page documents. Yet HLNE’s 10-K is packed with valuation footnotes, fee tables, and carried-interest disclosures that investors can’t ignore. Stock Titan’s AI-powered summaries break down every section—so you can move from raw filings to clear insights in minutes.

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Rhea-AI Summary

Morgan Stanley Finance LLC is offering Market Linked Securities that are auto-callable, unsecured and principal-at-risk, linked to the iShares MSCI EAFE ETF (EFA). Key economic terms are as follows:

  • Face amount: $1,000 per security; minimum investment one security.
  • Tenor: Up to 3 years, maturing 6 Jul 2028, but may be automatically called after approximately one year (6 Jul 2026).
  • Automatic call: Triggered if EFA’s closing price on the call date â‰� the $89.39 starting price; investors then receive a call payment of $1,096 (9.60% return) and no further upside.
  • Maturity payment (if not called):
    � Upside: 125% participation in any positive fund return.
    � Protection: full principal repayment if the ending price is � 75% of the starting price (threshold $67.0425).
    � Downside: 1-for-1 loss below the threshold; investors can lose >25% and up to 100% of principal.
  • Estimated value: $947.70 (4.8% below face) reflecting issuance costs and internal funding rate; secondary market bids likely lower.
  • Fees: Price to public $1,000; selling commission up to $25.75 (2.575%); net proceeds $974.25.
  • Credit risk: Unsecured obligations of MSFL, fully guaranteed by Morgan Stanley; subject to issuer and guarantor credit.
  • Liquidity: Not exchange-listed; MS & Co. and WFS may make a market but are not obliged to do so.

The note targets investors who expect moderate appreciation or stability in developed-market equities, are willing to forgo dividends and interest, and can tolerate full downside exposure in exchange for leveraged upside and a one-time 9.6% call premium.

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FAQ

What is the current stock price of Hamilton Lane (HLNE)?

The current stock price of Hamilton Lane (HLNE) is $145.15 as of July 2, 2025.

What is the market cap of Hamilton Lane (HLNE)?

The market cap of Hamilton Lane (HLNE) is approximately 5.9B.

What does Hamilton Lane Inc specialize in?

Hamilton Lane Inc specializes in providing innovative private markets investment solutions. The firm focuses on constructing and managing diversified portfolios that include private equity, credit, real estate, and other alternative asset classes.

How does Hamilton Lane generate revenue?

The company generates revenue primarily through management and advisory fees. These fees are derived from its robust suite of investment products and customized solutions tailored for institutional and private wealth investors.

What types of investment strategies does Hamilton Lane offer?

Hamilton Lane offers a wide range of strategies across private markets including private equity, private credit, real estate, infrastructure, natural resources, growth equity, and venture capital, complemented by digital innovations in tokenization.

How does Hamilton Lane provide global investment access?

The firm maintains a strong global presence with offices in major financial centers across North America, Europe, Asia Pacific, and the Middle East. This extensive network allows Hamilton Lane to source diverse investment opportunities and manage complex portfolios effectively.

How does Hamilton Lane differentiate itself from competitors?

Hamilton Lane differentiates itself through its customized, client-centric investment programs, deep industry expertise, and innovative use of technology, such as digital asset platforms in its secondary market strategies. This comprehensive approach provides a competitive edge in the alternative investment space.

What is the investment philosophy of Hamilton Lane?

The firm is committed to a disciplined and analytical approach to investing in private markets. Its philosophy revolves around building flexible, tailored investment programs that align closely with the strategic goals and risk profiles of both institutional and private wealth investors.

Does Hamilton Lane incorporate technology into its investment process?

Yes, Hamilton Lane embraces technological advancements such as blockchain and tokenization to enhance investment transparency, speed settlement processes, and reduce counterparty risk, thereby broadening access to private market opportunities.

Who are the typical clients of Hamilton Lane Inc?

The company caters to a broad spectrum of sophisticated investors including institutional entities like pension funds, sovereign wealth funds, and endowments, as well as high-net-worth individuals and private wealth platforms.
Hamilton Lane Inc

NASDAQ:HLNE

HLNE Rankings

HLNE Stock Data

5.90B
37.91M
4.88%
69.81%
5.37%
Asset Management
Investment Advice
United States
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