Hamilton Lane Inc. Enters Material Definitive Agreement
Ticker: HLNE · Form: 8-K · Filed: Oct 6, 2025 · CIK: 1433642
| Field | Detail |
|---|---|
| Company | Hamilton Lane Inc (HLNE) |
| Form Type | 8-K |
| Filed Date | Oct 6, 2025 |
| Risk Level | medium |
| Pages | 2 |
| Reading Time | 3 min |
| Key Dollar Amounts | $0.001, $75 m, $325 million, $75 million, $50 m |
| Sentiment | neutral |
Sentiment: neutral
Topics: material-definitive-agreement, financial-obligation
TL;DR
Hamilton Lane just signed a big deal, filing an 8-K for a material definitive agreement.
AI Summary
Hamilton Lane Inc. entered into a material definitive agreement on October 1, 2025. This agreement involves a direct financial obligation or an off-balance sheet arrangement for the registrant. The filing also includes financial statements and exhibits related to this event.
Why It Matters
This filing indicates a significant new financial commitment or arrangement for Hamilton Lane Inc., which could impact its financial obligations and future operations.
Risk Assessment
Risk Level: medium — Entering into material definitive agreements can introduce new financial risks and obligations that require careful monitoring.
Key Players & Entities
- Hamilton Lane Inc. (company) — Registrant
- October 1, 2025 (date) — Date of earliest event reported
- 110 Washington Street, Suite 1300 Conshohocken, PA 19428 (address) — Principal executive offices
- 001-38021 (identifier) — SEC File Number
- 26-2482738 (identifier) — IRS Employer Identification No.
FAQ
What type of material definitive agreement did Hamilton Lane Inc. enter into?
The filing states that the agreement involves a direct financial obligation or an off-balance sheet arrangement for the registrant.
On what date was the earliest event reported in this 8-K filing?
The earliest event reported was on October 1, 2025.
What is Hamilton Lane Inc.'s principal executive office address?
The principal executive offices are located at 110 Washington Street, Suite 1300, Conshohocken, PA 19428.
What is the SEC file number for Hamilton Lane Inc.?
The SEC file number is 001-38021.
What is the IRS Employer Identification Number for Hamilton Lane Inc.?
The IRS Employer Identification Number is 26-2482738.
Filing Stats: 713 words · 3 min read · ~2 pages · Grade level 9.8 · Accepted 2025-10-06 16:23:40
Key Financial Figures
- $0.001 — which registered Class A Common Stock, $0.001 par value per share HLNE The Nasdaq Sto
- $75 m — ns in the aggregate principal amount of $75 million, subject to an aggregate cap of l
- $325 million — ll of HLA's loan agreements with JPM of $325 million (the " Cap "). Borrowings under the 202
- $75 million — te principal amount of terms loans from $75 million to $50 million, subject to the Cap, (b)
- $50 m — ount of terms loans from $75 million to $50 million, subject to the Cap, (b) changes
Filing Documents
- hlne-20251001.htm (8-K) — 32KB
- ex101-jpmxhamiltonlanexmul.htm (EX-10.1) — 295KB
- 0001433642-25-000110.txt ( ) — 499KB
- hlne-20251001.xsd (EX-101.SCH) — 2KB
- hlne-20251001_lab.xml (EX-101.LAB) — 22KB
- hlne-20251001_pre.xml (EX-101.PRE) — 13KB
- hlne-20251001_htm.xml (XML) — 3KB
01. Entry into a Material Definitive Agreement
Item 1.01. Entry into a Material Definitive Agreement. On October 1, 2025, Hamilton Lane Advisors, L.L.C. (" HLA "), the operating subsidiary of Hamilton Lane Incorporated, entered into a Second Amendment to the Multi-Draw Term Loan and Security Agreement (the " Second Amendment ") with JPMorgan Chase Bank, N.A. (" JPM "), amending the Multi-Draw Term Loan and Security Agreement, dated as of October 20, 2022, between JPM and HLA (as previously amended, the " 2022 Term Loan Agreement "). The 2022 Term Loan Agreement provides for term loans in the aggregate principal amount of $75 million, subject to an aggregate cap of loans that may be outstanding under all of HLA's loan agreements with JPM of $325 million (the " Cap "). Borrowings under the 2022 Term Loan Agreement accrue interest at a rate equal to the greater of (a) the Prime Rate (as defined therein) minus 1.50% and (b) 3.00%. The Second Amendment to the 2022 Term Loan Agreement, among other things, (a) changes the aggregate principal amount of terms loans from $75 million to $50 million, subject to the Cap, (b) changes certain dates related to interest payments and repayments of the term loans thereunder, and (c) changes the interest rate for borrowings thereunder to equal the greater of (a) the Prime Rate minus 1.35% and (b) 3.00%. The foregoing description does not purport to be complete and is qualified in its entirety by reference to the new agreement, which is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated herein by reference. Item 2.03. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information included in Item 1.01 of this Current Report on Form 8-K is incorporated by reference into this Item 2.03.
01. Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits. (d) Exhibits Exhibit No. Description 10.1 Multi-Draw Term Loan and Security Agreement, dated October 20, 2022, between JPMorgan Chase Bank, N.A. and Hamilton Lane Advisors, L.L.C. (conformed through Second Amendment). 104 Cover page Interactive Data File (embedded within the Inline XBRL document) Confidential information in this exhibit has been omitted.
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. HAMILTON LANE INCORPORATED Date: October 6, 2025 By: /s/ Lydia A. Gavalis Name: Lydia A. Gavalis Title: General Counsel and Secretary