Houlihan Lokey Inc Strategic Asset Allocation Index
Houlihan Lokey Inc strategic asset allocation index. Houlihan Lokey Inc (HLI) has a Strategic Asset Allocation Index of 23.4% as of September 2025. Strategic assets (PP&E of $497.81 Million plus long-term investments of $28.67 Million) total $526.49 Million, measured against net assets of $2.25 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Houlihan Lokey Inc's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Houlihan Lokey Inc (2014–2025)
Strategic asset allocation index of Houlihan Lokey Inc from 2014 to 2025. This chart shows how Houlihan Lokey Inc's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of September 2025, the index stands at 23.4%, representing strategic assets of $526.49 Million against net assets of $2.25 Billion USD. Check Houlihan Lokey Inc tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Houlihan Lokey Inc Strategic Asset Allocation Index by Year (2014–2025)
Houlihan Lokey Inc strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Houlihan Lokey Inc from 2014 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see HLI stock market capitalisation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 24.8% | $540.32 Million | $512.02 Million | $28.30 Million | $2.17 Billion | ▼ -3.0 pp |
| 2024 | 27.8% | $511.16 Million | $480.73 Million | $30.44 Million | $1.84 Billion | ▲ +20.0 pp |
| 2023 | 7.8% | $125.65 Million | $88.34 Million | $37.31 Million | $1.61 Billion | ▼ -3.4 pp |
| 2022 | 11.2% | $161.32 Million | $52.18 Million | $109.14 Million | $1.44 Billion | ▼ -7.3 pp |
| 2021 | 18.4% | $254.99 Million | $46.37 Million | $208.62 Million | $1.38 Billion | ▼ -2.7 pp |
| 2020 | 21.1% | $207.70 Million | $177.61 Million | $30.09 Million | $984.38 Million | ▲ +3.6 pp |
| 2019 | 17.5% | $156.29 Million | $31.03 Million | $125.26 Million | $891.33 Million | ▼ -10.8 pp |
| 2018 | 28.3% | $241.47 Million | $32.15 Million | $209.32 Million | $852.81 Million | ▲ +24.1 pp |
| 2017 | 4.2% | $30.42 Million | $30.42 Million | $- | $730.46 Million | ▲ +0.8 pp |
| 2016 | 3.3% | $21.70 Million | $21.70 Million | $- | $653.55 Million | ▼ -0.2 pp |
| 2015 | 3.5% | $29.16 Million | $16.49 Million | $12.67 Million | $825.89 Million | ▼ -0.7 pp |
| 2014 | 4.2% | $30.22 Million | $15.97 Million | $14.25 Million | $714.94 Million | — |