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| Happy Holidays!! thanks for using AUM13F!! |
| Walker & Dunlop Investment Partners Inc
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| CRD # | 165022 |
| SEC # | 801-77397 |
| CIK # | 0001769589, 0001784774, 0001977853, 0001844531, 0001719952, 0001719953, 0001844535, 0001844534, 0001977867, 0002028508 |
| AUM | $2.3 B (2025-03-28) |
| Employees | 40 (98% Investors, 0% Brokers) |
| Phone | 303-802-3533 |
| Address | 2345 E 3rd Avenue Denver, CO 80206 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | 13636 N Columbia Industrial Investor LLC | 2025-03-28 | 1.5 | |
| RE | 4800 Chichester Industrial Investor LLC | 2025-03-28 | 1.5 | |
| RE | WDIP Multi-Res and Industrial Fund LP | [2024-05-13] | 64.2 | 0.7 |
| RE | WDIP Multi-Res and Industrial Fund Parallel QP LP | [2024-05-13] | 64.2 | 28.7 |
| RE | WDIP Multi-Res and Industrial Fund QP LP | [2024-05-13] | 64.2 | 10.0 |
| RE | 1000 Loudermilk Drive Industrial Investor LLC | 2024-03-29 | 4.4 | |
| RE | 307 S Walton BLVD Co-Investor II LLC | 2024-03-29 | 2.5 | |
| RE | 307 S Walton BLVD Multifamily Investor LLC | 2024-03-29 | 11.5 | |
| RE | 3400 E Walnut Industrial Investor LLC | 2024-03-29 | 3.1 | |
| RE | WDIP Multi-Res and Industrial Fund LP | [2024-03-29] | 64.2 | 0.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 27 | 1.8 |
| (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 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 2.3 |
| By Discretionary | ||
| Discretionary | 25 | 1.7 |
| Non-Discretionary | 6 | 0.7 |
| Total | 31 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 31 | 2.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jay Rollins | 12 | ||
| Maren Steinberg | 11 | ||
| Mitchell Resnick | 4 | ||
| Peter Shepard | 4 | ||
| JCR Capital Investment Corporation | 3 | ||
| JCR Capital Investment Company LLC | 3 | ||
| Walker & Dunlop Investment Partners Inc | 2 | ||
| Stephen Erwin | 2 | ||
| Samuel Isaacson | 1 | ||
| W&D Investors I LLC | 1 | ||
| W&D Investors VII LLC | 1 | ||
| Arielle Dahlgreen | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001719952] | |
| D | [0001719953] | |
| D | [0001769589] | |
| D | [0001784774] | |
| D | [0001844531] | |
| D | [0001844534] | |
| D | [0001844535] | |
| D | [0001977853] | |
| D | [0001977867] | |
| D | [0002028508] |
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|---|---|---|
|
Berkeley Partners Management LLC
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CA | 2.6 |
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Breakthrough Services LLC
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CA | 2.6 |
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Singerman Real Estate Management Company LP
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IL | 2.5 |
|
Jadian Capital LP
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CT | 2.4 |
|
Bristol Group Inc
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CA | 2.4 |
|
Davis Investment Ventures LLC
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MA | 2.4 |
|
The Milestone Real Estate Group LP
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|
TX | 2.3 |
|
Sterling Investment Management LLC
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|
FL | 2.3 |
|
Vanbarton Group LLC
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|
NY | 2.2 |
|
Sundance Bay Investment Manager LLC
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|
UT | 2.1 |