Private fund adviser · Denver, CO
Walker & Dunlop Investment Partners, Inc.
SEC-registered investment adviser · CRD 165022 · SEC 801-77397
At a glance
Walker & Dunlop Investment Partners, Inc. is an SEC-registered investment adviser based in Denver, Colorado, with $2.7 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,393rd of 4,686 private fund advisers and 3,016th of 17,210 SEC-registered advisers by assets.
Main office 303-802-3533walkerdunlop.comAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among private fund advisers
- #1,393 of 4,686
- Rank among all SEC RIAs
- #3,016 of 17,210
- Rank in Colorado
- #36 of 359
- Clients
- 32
- Accounts
- 32
- Discretionary
- 75% of AUM
- Employees
- 36
- Advisory staff
- 35
- Offices
- 1
Owners and executives on its Form ADV
- Maren R. SteinbergChief Investment Officer of JCR Capital Funds, EVP, and Board Member
- Stephen T. ErwinChief Compliance Officer, Associate General Counsel of W&d, Secretary
- Mitchell R. ResnickPresident and Board Member
- William M. DuleyChief Investment Officer of Wdip
- Ryan Y. CastleChief Operating Officer of Wdip
- Elisabeth PattersonHead of Fund Accounting
Custody and brokerage
5 custodians
- J.P. Morgan$613M51%
- PNC Bank$207M17%
- Capital One Bank$199M17%
- Wells Fargo$173M15%
- Computershare Corporate Trust$0M0%
Broker-dealer
Hybrid RIA
Walker & Dunlop Investment Partners, Inc. is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Zelman Partners, LLC.
- Zelman Partners, LLC ↗CRD 145187
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Zelman Partners as the broker-dealer its advisers are registered with.
Although none currently, WDIP expects its capital raising supervised persons who are primarily engaged in private placements of securities and hold FINRA licenses to become registered representatives of Zelman to engage in the solicitation
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 27 | $2.1B | 79% |
| Insurance companies | 4 | $538M | 20% |
| Other investment advisers | 1 | $20M | <1% |
Private funds
Walker & Dunlop Investment Partners, Inc. reports 20 private funds with $631M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Walker & Dunlop Investment Partners, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗walkerdunlop.com ↗
AtlasMembers
The full record on Walker & Dunlop Investment Partners, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,718 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Walker & Dunlop Investment Partners, Inc. manage?
Walker & Dunlop Investment Partners, Inc. reports $2.7 billion in regulatory assets under management across 32 accounts, 75% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Walker & Dunlop Investment Partners, Inc.?
Walker & Dunlop Investment Partners, Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Walker & Dunlop Investment Partners, Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($2.1 billion, 27 clients); insurance companies ($538 million, 4 clients); other investment advisers ($20 million, 1 clients).
Does Walker & Dunlop Investment Partners, Inc. manage private funds?
Yes. It reports 20 private funds with $631 million in gross assets, including real estate funds.
Does Walker & Dunlop Investment Partners, Inc. have any disciplinary history?
Walker & Dunlop Investment Partners, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Walker & Dunlop Investment Partners, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →