---
schema_version: "secwatch.filing_event.v1"
accession: "0001433642-25-000110"
form_type: "8-K"
ticker: "HLNE"
cik: "0001433642"
company_name: "Hamilton Lane INC"
filed_at: "2025-10-06T23:59:59+00:00"
generated_at: "2026-05-17T04:33:47.124763+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.35
calibrated_materiality_score: 0.35
confidence: "high"
source: SEC EDGAR
---

# Hamilton Lane amends term loan facility: reduces capacity to $50M, adjusts pricing

## Summary
- Amends existing $75M term loan, reducing aggregate principal to $50M; total borrowing cap across all JPM facilities remains $325M.
- Interest rate changed to Prime Rate minus 1.35% (floor 3.00%), previously Prime minus 1.50%.
- Repayment schedule revised: equal quarterly principal installments start Jan 1, 2028, maturity Oct 1, 2029.
- Amendment executed Oct 1, 2025; conformed agreement filed as Exhibit 10.1.

## SEC filing metadata
- accession: 0001433642-25-000110
- form_type: 8-K
- ticker: HLNE
- cik: 0001433642
- company_name: Hamilton Lane INC
- filed_at: 2025-10-06T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.35
- calibrated_materiality_score: 0.35
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1433642/000143364225000110/0001433642-25-000110-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1433642/000143364225000110/hlne-20251001.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001433642-25-000110
- JSON: https://secwatch.observer/filing/0001433642-25-000110.json
- Plain text: https://secwatch.observer/filing/0001433642-25-000110.txt

## Key facts
- Debt Financings
  Hamilton Lane INC amended term loan of $75 million to $50 million with JPMorgan Chase Bank, N.A. at greater of (a) the Prime Rate minus 1.35% and (b) 3.00%.
  - Instrument: term loan
  - Principal: $75 million to $50 million
  - Counterparty: JPMorgan Chase Bank, N.A.
  - Rate: greater of (a) the Prime Rate minus 1.35% and (b) 3.00%
  - Event: amendment
  source text: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1433642/000143364225000110/0001433642-25-000110-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
