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WALKER & DUNLOP INVESTMENT PARTNERS, INC.

CRD 165022File 801-77397
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 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 typeClientsAUM
Insurance companiesFewer than 5$538.2M
Other investment advisersFewer than 5$20.0M
Pooled investment vehicles27$2.15B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.