Walker & Dunlop Investment Partners, Inc.
- Regulatory AUM
- $2.7B
- Discretionary
- $2.0B
- Clients
- 32
- Avg AUM / client
- $84.5M
- Accounts
- 32
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 27 | $2.1B | 79.4% |
| Other investment advisers | 1 | $20.0M | 0.74% |
| Insurance companies | 4 | $538M | 19.9% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $464M combined gross assets
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rollins, Jay, Neil | Evp, Board Member | Oct 2008 (18y) | Less than 5% | |
| Steinberg, Maren, Ruth | Chief Investment Officer Of Jcr Capital Funds, Evp, And Board Member | Oct 2008 (18y) | Less than 5% | |
| Erwin, Stephen, Todd | Chief Compliance Officer, Associate General Counsel Of W&D, Secretary | Feb 2018 (9y) | Less than 5% | |
| Duley, William, Marcus | Chief Investment Officer Of Wdip | Jun 2021 (5y) | Less than 5% | |
| Resnick, Mitchell, Ray | President And Board Member | Mar 2022 (4y) | Less than 5% | |
| Castle, Ryan, Young | Chief Operating Officer Of Wdip | Feb 2023 (4y) | Less than 5% | |
| Dahlgren, Arielle, Elizabeth | Chief Financial Officer Of Wdip | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Walker & Dunlop Investment Management, Llc | Sole Shareholder | Apr 2018 | A | 75% or more |
| Walker & Dunlop, Inc. | Managing Member | Nov 2016 | B | ≈ 56.25% – 100% via Walker & Dunlop Investment Management, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Walker & Dunlop, Inc.: 75% – 100% of Walker & Dunlop Investment Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (22, $464M gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 5.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ORIGINATION, ASSET MANAGEMENT, ACQUSITION, AND SERVICING FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- J.P. Morgan $613M (23% of AUM) Mar 2026
- Pnc Financial Services Group, Inc. $207M (8% of AUM) Mar 2026
- Capital One Bank $199M (7% of AUM) Mar 2026
- Wells Fargo $173M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗