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| Walker & Dunlop Investment Partners Inc
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| |
|---|---|
| CRD # | 165022 |
| SEC # | 801-77397 |
| CIK # | 0001844535, 0001844534, 0001784763, 0001769589, 0001977919, 0001719953, 0001977867, 0001784774, 0001719952, 0001844531 |
| AUM | $1.6 BB (2024-07-08) |
| Employees | 40 (100% Investors, 0% Brokers) |
| Phone | 303-802-3533 |
| Address | 2345 E 3rd Avenue Denver, CO 80206 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 632.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 519.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 416.1 |
| Total | 30 | 1,568.8 |
| By Discretionary | ||
| Discretionary | 26 | 965.8 |
| Non-Discretionary | 4 | 603.0 |
| Total | 30 | 1,568.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,568.8 | |
| Total | 30 | 1,568.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Jay Rollins | 12 | |||
| Maren Steinberg | 11 | |||
| Peter Shepard | 4 | |||
| Mitchell Resnick | 2 | |||
| JCR Capital Investment Corporation | 3 | |||
| JCR Capital Investment Company LLC | 3 | |||
| Stephen Erwin | 2 | |||
| Walker & Dunlop Investment Partners Inc | 2 | |||
| W&D Investors I LLC | 1 | |||
| Samuel Isaacson | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001719952] | |
| D | [0001719953] | |
| D | [0001769589] | |
| D | [0001784763] | |
| D | [0001784774] | |
| D | [0001844531] | |
| D | [0001844534] | |
| D | [0001844535] | |
| D | [0001977867] | |
| D | [0001977919] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Whitman/Peterson LLC
✚
|
CA | 1.7 |
|
Caprock Partners Management Inc
✚
|
CA | 1.7 |
|
Unison Investment Management LLC
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|
CA | 1.6 |
|
The Praedium Group LLC
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|
NY | 1.6 |
|
Marcus Partners LLC
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|
MA | 1.6 |
|
Penwood Real Estate Investment Management LLC
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|
CT | 1.6 |
|
Black Chamber Partners LLC
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|
DC | 1.6 |
|
Platform Investments LLC
✚
|
MO | 1.5 |
|
DLJ Real Estate Capital Partners LLC
✚
|
NY | 1.4 |
|
Fillmore Capital Partners LLC
✚
|
OH | 1.4 |