Hamilton Lane Incorporated is a private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies. The firm manages alternative investment strategies like direct credit, direct, fund of fund, evergreen and real assets. For primary and secondary fund of fund investments, the firm focuses to invest in private equity, buyout, special situations, credit, growth equity, middle market, mature, turnarounds, mezzanine and venture capital funds. It prefers to invest in energy, industrials, commercial services, internet software & services, consumer discretionary, health care, real estate, information technology, tech-enabled businesses, financials, utilities, and consumer services. The firm prefers to invest in Africa/Middle East, Asia/Pacific, Europe, Latin America and Caribbean, United States of America, California and surrounding states, Australia, Japan, United Kingdom, and Canada. The firm prefers to invest between $1 million and $100 million in companies with small- to mid-sized enterprise values. It prefers to take majority stake. Hamilton Lane Incorporated was founded in 1991 and is based in Conshohocken, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-08-06 |
2024-06 |
1.09 |
1.51 |
0.42 |
38.53% |
2024-05-23 |
2024-03 |
1 |
1.38 |
0.38 |
38.00% |
2024-02-06 |
2023-12 |
0.88 |
0.71 |
-0.17 |
-19.32% |
2023-11-07 |
2023-09 |
0.95 |
0.89 |
-0.06 |
-6.32% |
2023-08-01 |
2023-06 |
0.86 |
0.94 |
0.08 |
9.30% |
2023-05-25 |
2023-03 |
0.77 |
0.96 |
0.19 |
24.68% |
Date |
Firm |
Action |
From |
To |
2023-10-17 |
Morgan Stanley |
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Equal-Weight |
Equal-Weight |
2023-08-02 |
Morgan Stanley |
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Equal-Weight |
Equal-Weight |
2023-08-02 |
Goldman Sachs |
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Neutral |
Neutral |
2023-08-01 |
JP Morgan |
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Overweight |
Overweight |
2023-08-01 |
Goldman Sachs |
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Neutral |
Neutral |
2023-08-01 |
Oppenheimer |
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Outperform |
Outperform |
Date |
Name |
Relation |
Quantity |
Description |
2024-03-13 |
ARMBRISTER JEFFREY BRIAN |
Chief Financial Officer |
7.03K |
Stock Award(Grant) |
2024-03-13 |
CARL DREW THOMAS |
Officer |
748.00 |
Stock Award(Grant) |
2024-03-13 |
DELGADO-MOREIRA JUAN |
Chief Executive Officer |
1.29M |
Stock Award(Grant) |
2024-03-13 |
GAVALIS LYDIA A. |
General Counsel |
32.84K |
Stock Award(Grant) |
2024-03-13 |
HIRSCH ERIK R |
Chief Executive Officer |
87.66K |
Stock Award(Grant) |
2024-03-13 |
KRAMER ANDREA ANIGATI |
Chief Operating Officer |
73.23K |
Stock Award(Grant) |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Wasatch Advisors LP |
3.53M |
281.98M |
9.14% |
2023-06-29 |
Vanguard Group Inc |
3.16M |
252.38M |
8.18% |
2023-06-29 |
Blackrock Inc. |
3.10M |
248.02M |
8.04% |
2023-06-29 |
Wellington Management Group, LLP |
2.85M |
227.64M |
7.38% |
2023-06-29 |
Federated Hermes, Inc. |
1.58M |
126.74M |
4.11% |
2023-06-29 |
Invesco Ltd. |
1.32M |
105.43M |
3.42% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Wasatch Core Growth Fund |
1.18M |
94.25M |
3.05% |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
996.56K |
79.70M |
2.58% |
2023-05-30 |
Invesco Discovery Fund |
977.92K |
66.41M |
2.53% |
2023-07-30 |
Legg Mason Clearbridge Small Cap Growth Fd |
976.85K |
86.38M |
2.53% |
2023-05-30 |
Delaware Group Equity Fds V-Small Cap Core Fund |
909.11K |
61.74M |
2.36% |
2023-07-30 |
Federated Hermes Kaufmann Small Cap Fund |
865.00K |
76.49M |
2.24% |
Dividend |
Date |
0.49 |
2024-09-16 |
0.49 |
2024-06-14 |
0.445 |
2024-03-14 |
0.445 |
2023-12-14 |
0.445 |
2023-09-14 |
0.445 |
2023-06-14 |