WALKER & DUNLOP INVESTMENT PARTNERS, INC.
Adviser information for WALKER & DUNLOP INVESTMENT PARTNERS, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 40 |
|---|---|
| Investment Advisory/Research | 40 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 26 | $965.8M |
| Non-Discretionary | 4 | $603.0M |
| Total | 30 | $1.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 23 | $632.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $519.9M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $416.1M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsLOAN ORIGINATION AND ASSET MANAGEMENT FOR SEPARATE ACCOUNTS |
|---|---|
| Compensation | % of AUMPerformance-based feesORIGINATION, ASSET MANAGEMENT AND SERVICING FEES |
| Other Business Activities | Real estate broker, dealer, or agentAccountant or accounting firm |
Principal Office
1225 17TH STSUITE 1660
DENVER
CO
United States
Monday - Friday, 9AM-6PM
Tel: 303-802-3533, Fax: 303-531-2097
Chief Compliance Officer
STEPHEN ERWIN
1225 17TH ST
SUITE 1660
DENVER
CO
United States
Tel:
303-802-3533
Fax:
303-531-2097
S*****@***************M
(Full email address available in API data)
Regulatory Contact
JAMES KILDUNNE
SR. COMPLIANCE ANALYST
1225 17TH ST
SUITE 1660
DENVER
CO
United States
Tel:
646-777-8415
J********@***************M
(Full email address available in API data)
Industry Affiliates
| ASI ADVISER LLC | Other investment adviser, including financial planners |
| JCR CAPITAL INVESTMENT COMPANY, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WALKER & DUNLOP, INC. | Real estate broker or dealer |
| WALKER & DUNLOP, INC. | Real estate broker or dealer |
| WALKER & DUNLOP, INC. | Real estate broker or dealer |
| WD INVESTORS I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| WD INVESTORS VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ZELMAN PARTNERS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 1000 LOUDERMILK DRIVE INDUSTRIAL INVESTOR LLC | Real Estate Fund | $4.0M | $0.0M | 2 |
| 307 S WALTON BLVD CO-INVESTOR I LLC, | Real Estate Fund | $1.5M | $0.0M | 2 |
| 307 S WALTON BLVD CO-INVESTOR II LLC | Real Estate Fund | $2.5M | $0.0M | 2 |
| 3400 E WALNUT INDUSTRIAL INVESTOR LLC | Real Estate Fund | $2.5M | $0.0M | 2 |
| COUNTY LINE ROAD FUND INDUSTRIAL INVESTOR LLC | Real Estate Fund | $5.9M | $5.0M | 2 |
| ELEVATION 25 INDUSTRIAL PARTNERS LLC | Real Estate Fund | $6.9M | $1.1M | 2 |
| JCR CAPITAL INCOME FUND V (PARALLEL) (Q), L.P. | Real Estate Fund | $113.5M | $1.0M | 14 |
| JCR CAPITAL INCOME FUND V (PARALLEL), L.P. | Real Estate Fund | $1.1M | $0.3M | 2 |
| JCR CAPITAL INCOME FUND V(Q), L.P. | Real Estate Fund | $164.3M | $1.0M | 273 |
| JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIA, L.P. | Real Estate Fund | $0.2M | $1.0M | 39 |
| JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIA(Q), L.P. | Real Estate Fund | $0.3M | $1.0M | 37 |
| JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIB, L.P. | Real Estate Fund | $0.2M | $1.0M | 56 |
| JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIB(Q), L.P. | Real Estate Fund | $2.3M | $1.0M | 215 |
| JCR FUND IV 1660, LP | Real Estate Fund | $0.5M | $0.0M | 18 |
| JCR INCOME PLUS FUND IV, L.P. | Real Estate Fund | $2.0M | $0.1M | 58 |
| JCR INCOME PLUS FUND IV, L.P. (Q) | Real Estate Fund | $68.8M | $1.0M | 221 |
| SANTA ROSA SFR MULTIFAMILY JV INVESTOR LLC | Real Estate Fund | $16.2M | $6.7M | 2 |
| W&D REAL ESTATE OPPORTUNITIES CO-INVEST FUND, L.P. | Real Estate Fund | $6.1M | $10.0M | 1 |
| W&D REAL ESTATE OPPORTUNITIES FUND (QP), L.P. | Real Estate Fund | $37.2M | $0.3M | 116 |
| W&D REAL ESTATE OPPORTUNITIES FUND, L.P. | Real Estate Fund | $2.5M | $0.3M | 15 |
| WDIP MULTI-RES AND INDUSTRIAL FUND (PARALLEL) (QP), L.P. | Real Estate Fund | $6.8M | $0.3M | 26 |
| WDIP MULTI-RES AND INDUSTRIAL FUND (QP), L.P. | Real Estate Fund | $10.0M | $0.3M | 55 |
| WDIP MULTI-RES AND INDUSTRIAL FUND, L.P. | Real Estate Fund | $0.7M | $0.3M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROLLINS, JAY, N | Individual | – | EVP, BOARD MEMBER | 10/2008 | < 5% |
| STEINBERG, MAREN, RUTH | Individual | – | CHIEF INVESTMENT OFFICER OF JCR CAPITAL FUNDS, EVP, AND BOARD MEMBER | 10/2008 | < 5% |
| ERWIN, STEPHEN, TODD | Individual | – | CHIEF COMPLIANCE OFFICER, ASSOCIATE GENERAL COUNSEL OF W&D, SECRETARY | 02/2018 | < 5% |
| WALKER & DUNLOP INVESTMENT MANAGEMENT, LLC | Domestic Entity | – | SOLE SHAREHOLDER | 04/2018 | > 75% |
| WALKER & DUNLOP, INC. | Domestic Entity | WALKER & DUNLOP INVESTMENT MANAGEMENT, LLC | MANAGING MEMBER | 11/2016 | > 75% |
| RESNICK, MITCHELL, RAY | Individual | – | PRESIDENT AND BOARD MEMBER | 03/2022 | < 5% |
| DULEY, WILLIAM, MARCUS | Individual | – | CHIEF INVESTMENT OFFICER OF WDIP | 06/2021 | < 5% |
| CASTLE, RYAN | Individual | – | CHIEF OPERATING OFFICER OF WDIP | 02/2023 | < 5% |
| DAHLGREN, ARIELLE | Individual | – | CHIEF FINANCIAL OFFICER OF WDIP | 02/2023 | < 5% |