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Get filing alertsHamilton Lane names Hartley Rogers Co-CEO alongside Juan Delgado-Moreira; Erik Hirsch becomes Executive Co-Chair
Filed October 15, 2026 · Period ending October 12, 2026 · ~1 min read
Key Changes
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Hartley Rogers appointed Co-CEO alongside Juan Delgado-Moreira; Rogers remains Chairman of the Board.
Item 5.02 verify on EDGAR → -
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Erik Hirsch transitions from Co-CEO to Executive Co-Chair, focusing on strategic initiatives.
Item 5.02 verify on EDGAR → -
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Hirsch receives accelerated vesting of unvested equity and bonus amounts upon qualifying termination, plus a new cash incentive award tied to future strategic technology investments.
Item 5.02 verify on EDGAR → -
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Leadership transition announced via press release furnished under Regulation FD.
Item 7.01 verify on EDGAR → -
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Firm reports $1.1 trillion in assets under management and supervision as of June 30, 2026.
Exhibit 99.1 view on EDGAR →
Summary
Hamilton Lane has reshaped its top leadership. Hartley Rogers, the board chairman, becomes Co-CEO alongside Juan Delgado-Moreira, who has held the role since January 2024. Erik Hirsch, the other Co-CEO, moves to Executive Co-Chair, where he will focus on strategic growth initiatives. The changes are effective immediately and were announced via press release.
The filing details compensation adjustments for Hirsch, including accelerated vesting of unvested awards upon a qualifying termination and a new cash incentive award tied to future technology investments. These terms are subject to a release of claims and will be documented in a side letter to the next 10-Q. No new compensatory arrangements were made for Rogers.
For investors, the leadership transition appears orderly, with continuity provided by Delgado-Moreira and Rogers' long board tenure. The firm's scale—over $1.1 trillion in assets under management and supervision—underscores the significance of the roles. The filing does not indicate any disagreements or unexpected departures.
Section-by-Section Diff
Event · Item 7.01 — Regulation FD Disclosure
Item 7.01 — Regulation FD Disclosure filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
On October 15, 2026, the Company issued a press release announcing the foregoing leadership transition.
The company disclosed a leadership transition through a press release furnished under Regulation FD. The 8-K does not provide details of the transition itself; those are in Exhibit 99.1, which is incorporated by reference.
Event · Exhibit 99.1
Added in current filing · view on EDGAR →
Hartley Rogers has been named Co-Chief Executive Officer alongside Juan Delgado-Moreira. Erik Hirsch, who has served as Co-Chief Executive Officer, has been named Executive Co-Chairman.
The firm is restructuring its top leadership. Hartley Rogers, a long-time board member, joins Juan Delgado-Moreira as Co-CEO, while Erik Hirsch moves from Co-CEO to Executive Co-Chairman. Rogers will remain Chairman of the Board.
Added in current filing · view on EDGAR →
Rogers will work alongside Delgado-Moreira, who has served as Co-Chief Executive Officer since January 1, 2024. Rogers will remain Chairman of the Board.
Delgado-Moreira retains his Co-CEO role, providing continuity. Rogers adds CEO duties to his existing board chairmanship, and Hirsch remains on the board while focusing on strategic initiatives.
Added in current filing · view on EDGAR →
In this role, Hirsch will help lead strategic initiatives to drive the firm’s long-term growth.
Hirsch's new role is explicitly tied to strategic growth initiatives, including capital investment, partnerships, and acquisitions, as described in his own quote. This signals a continued emphasis on expansion.
Show 1 minor / wording change
Added in current filing · view on EDGAR →
Hamilton Lane has $1.1 trillion in assets under management and supervision, composed of more than $146 billion in discretionary assets and $914 billion in non-discretionary assets, as of June 30, 2026.
The press release reiterates the firm's substantial scale, with over $1.1 trillion in total assets under management and supervision as of mid-2026. This provides context for the leadership change at a large, growing firm.
Event · Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation
Hamilton Lane appoints Hartley Rogers as Co-CEO alongside Juan Delgado-Moreira; Erik Hirsch moves from Co-CEO to Executive Co-Chair.
Added in current filing · verify on EDGAR →
the Board of Directors (the “Board”) of Hamilton Lane Incorporated (the “Company”) appointed Hartley R. Rogers as the Company’s Co-Chief Executive Officer (“Co-CEO”) to serve alongside Juan Delgado-Moreira
Hartley Rogers becomes Co-CEO alongside Juan Delgado-Moreira. Rogers will continue as Chairman of the Board but will no longer serve as Executive Co-Chairman. No new compensatory arrangements were entered into with Rogers in connection with the appointment.
Added in current filing · verify on EDGAR →
Erik R. Hirsch has transitioned from his position as Co-CEO to the position of Executive Co-Chair
Erik Hirsch moves from Co-CEO to Executive Co-Chair, where he will help lead strategic initiatives for long-term growth and remain a Board member. The filing describes this as a continued evolution of roles he has played over more than 25 years with the firm.
Added in current filing · verify on EDGAR →
in the event of Mr. Hirsch’s termination of employment by the Company without cause or Mr. Hirsch’s resignation for good reason, certain of Mr. Hirsch’s outstanding and unvested time-based and performance-based restricted stock awards, carried interest awards and bonus amounts will be deemed fully vested or payable, as applicable, as of his termination date
The Board approved accelerated vesting of Hirsch's unvested restricted stock, carried interest, and bonus amounts upon a qualifying termination without cause or resignation for good reason. Performance-based LTIP awards remain subject to actual performance through the end of the performance period. These benefits are conditioned on Hirsch executing a release of claims.
Added in current filing · verify on EDGAR →
the Company will provide Mr. Hirsch with a new cash incentive award in connection with certain of its future strategic technology investments, with a value to be determined by the Board
Hirsch will receive a new cash incentive award tied to future strategic technology investments, with the value to be determined later by the Board. The award is also subject to a release of claims. The Company expects to document these changes in a side letter attached to its next Form 10-Q.
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Figures/quotes linked to EDGAR · Narrative written by AI · Oct 16, 2026 · How we verify