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WALKER & DUNLOP INVESTMENT PARTNERS, INC.
CRD 165022File 801-77397
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.70B
Top 25% of cohort (national)
Discretionary AUM
$2.04B
Non-discretionary $665.0M
Clients
32
32 accounts
Employees
36
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 2, 2013
- Principal office
- 2345 E. 3RD AVENUE, SUITE 300, DENVER, CO, 80206
- Phone
- 303-802-3533
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.70B
- Discretionary AUM
- $2.04B
- Non-discretionary AUM
- $665.0M
- Discretionary accounts
- 25
- Non-discretionary accounts
- 7
- Total accounts
- 32
- AUM per client
- $84.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $538.2M |
| Other investment advisers | Fewer than 5 | $20.0M |
| Pooled investment vehicles | 27 | $2.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ORIGINATION, ASSET MANAGEMENT, ACQUSITION, AND SERVICING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 40 | 36 | decreased by4 |
| Apr 1, 2026 | Clients | 31 | 32 | increased by1 |
| Apr 1, 2026 | AUM | $2,341,253,052 | $2,703,389,943 | increased by$362,136,891 |
| Apr 1, 2026 | Accounts | 31 | 32 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 40 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 31 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,327,071,579 | $2,341,253,052 | increased by$1,014,181,473 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 31 | increased by11 |
| Apr 1, 2022 | Employees | 32 | 35 | increased by3 |
| Apr 1, 2022 | Clients | 15 | 20 | increased by5 |
| Apr 1, 2022 | AUM | $1,272,755,407 | $1,327,071,579 | increased by$54,316,172 |
| Apr 1, 2022 | Accounts | 16 | 20 | increased by4 |
| Dec 1, 2021 | Accounts | 17 | 16 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WALKER DUNLOP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WALKER DUNLOP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.