Hamilton Lane INC
For the period ended Mar 31, 2025. Filed May 30, 2025.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2025 · Filed May 30, 2025
HLNE$96.38+0.5%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Consolidated Statements of Stockholders' Equity
| Class A Common Stock · Class B Common Stock · Additional Paid in Capital · Accumulated Other Comprehensive Income · Retained Earnings · Non-ControllingInterests in General Partnerships · Non-ControllingInterests in Hamilton Lane Advisors, L.L.C. · Non-Controlling Interest in Consolidated Funds · Total Equity | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Balance at March 31, 2022 | $37 | $16 | $161,676 | $— | $185,149 | $3,423 | $111,185 | $— | $461,486 | ||||||
| Net income | — | — | — | — | 109,120 | 986 | 71,027 | 435 | 181,568 | ||||||
| Equity-based compensation | — | — | 6,873 | — | — | — | 3,077 | — | 9,950 | ||||||
| Purchase and retirement of Class A stock for tax withholding | — | — | (1,611) | — | — | — | (714) | — | (2,325) | ||||||
| Deferred tax adjustment | — | — | 1,813 | — | — | — | — | — | 1,813 | ||||||
| Dividends declared | — | — | — | — | (59,462) | — | — | — | (59,462) | ||||||
| Capital (distributions to) contributions from non-controlling interests, net | — | — | — | — | — | (532) | — | 18,734 | 18,202 | ||||||
| Member distributions | — | — | — | — | — | — | (52,048) | — | (52,048) | ||||||
| Offering adjustment | 1 | (1) | 5,013 | — | — | — | (5,014) | — | (1) | ||||||
| Employee Share Purchase Plan share issuance | 1 | — | 1,337 | — | — | — | 599 | — | 1,937 | ||||||
| Adjustment of redeemable non-controlling interest to redemption value | — | — | — | 9,016 | — | 4,056 | — | 13,072 | |||||||
| Equity reallocation between controlling and non-controlling interests | — | — | (3,534) | — | — | — | 3,534 | — | — | ||||||
| Balance at March 31, 2023 | $39 | $15 | $171,567 | $— | $243,823 | $3,877 | $135,702 | $19,169 | $574,192 | ||||||
| Net income | — | — | — | — | 140,858 | 534 | 80,835 | 4,980 | 227,207 | ||||||
| Equity-based compensation | — | — | 8,533 | — | — | — | 3,600 | — | 12,133 | ||||||
| Purchase and retirement of Class A stock for tax withholding | — | — | (2,491) | — | — | — | (1,016) | — | (3,507) | ||||||
| Deferred tax adjustment | — | — | 7,147 | — | — | — | — | — | 7,147 | ||||||
| Dividends declared | — | — | — | — | (67,985) | — | — | — | (67,985) | ||||||
| Capital contributions from non-controlling interests, net | — | — | — | — | — | 632 | — | 142,924 | 143,556 | ||||||
| Member distributions | — | — | — | — | — | — | (51,965) | — | (51,965) | ||||||
| Offering adjustment | 2 | (1) | 17,541 | — | — | — | (17,542) | — | — | ||||||
| Employee Share Purchase Plan share issuance | — | — | 1,585 | — | — | — | 668 | — | 2,253 | ||||||
| Deconsolidation of consolidated fund | — | — | — | — | — | — | (167,073) | (167,073) | |||||||
| Equity reallocation between controlling and non-controlling interests | — | — | 4,520 | — | — | — | (4,520) | — | — | ||||||
| Balance at March 31, 2024 | $41 | $14 | $208,402 | $— | $316,696 | $5,043 | $145,762 | $— | $675,958 | ||||||
Consolidated Statements of Stockholders' Equity
| Class A Common Stock | Class B Common Stock | Additional Paid in Capital | Accumulated Other Comprehensive Income | Retained Earnings | Non-ControllingInterests in General Partnerships | Non-ControllingInterests in Hamilton Lane Advisors, L.L.C. | Non-Controlling Interest in Consolidated Funds | Total Equity | |
|---|---|---|---|---|---|---|---|---|---|
| Balance at March 31, 2024 | $41 | $14 | $208,402 | $— | $316,696 | $5,043 | $145,762 | $— | $675,958 |
| Net income | — | — | — | — | 217,417 | 739 | 92,843 | 2,769 | 313,768 |
| Other comprehensive income | — | — | — | (141) | — | — | (43) | — | (184) |
| Equity-based compensation | — | — | 23,303 | — | — | — | 8,104 | — | 31,407 |
| Purchase and retirement of Class A stock for tax withholding | — | — | (4,096) | — | — | — | (1,372) | — | (5,468) |
| Deferred tax adjustment | — | — | 9,689 | — | — | — | — | — | 9,689 |
| Dividends declared | — | — | — | — | (78,602) | — | — | — | (78,602) |
| Capital contributions from non-controlling interests, net | — | — | — | — | — | 242 | — | 21,090 | 21,332 |
| Member distributions | — | — | — | — | — | — | (46,798) | — | (46,798) |
| Offering adjustment | 2 | (2) | 21,356 | — | — | — | (21,360) | — | (4) |
| Employee Share Purchase Plan share issuance | — | — | 2,071 | — | — | — | 726 | — | 2,797 |
| Equity reallocation between controlling and non-controlling interests | — | — | 1,131 | — | — | — | (1,131) | — | — |
| Balance at March 31, 2025 | $43 | $12 | $261,856 | $(141) | $455,511 | $6,024 | $176,731 | $23,859 | $923,895 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.