DFX Intelligence

Data Factory

RIA / WealthPrivate fundreal estate fund3(c)(1)

W&D BALANCED REAL ESTATE FUND I, LP

advised by WALKER & DUNLOP FUND MANAGEMENT LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a99d90e-147b-25e0-13d7-bdee9249108f

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Mar 30, 2012
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

W&d Balanced Real Estate Fund I, LP

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: WALKER & DUNLOP FUND MANAGEMENT LLCCRD 148410
Fund type: Real Estate Fund
Latest reported GAV: $25.1Mgross asset value on Schedule D 7.B(1), as of 2012-03-30; never fund size
Peak reported GAV: $25.1M
Beneficial owners: 3
Minimum investment: $2.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Mar 30, 2012
Last reported: Mar 30, 2012fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 1
Fund id: 805-1602212577

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2012	$25.1M	3	$2.0M	0.0%	yes	W&D BALANCED REAL ESTATE FUND I, LP

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
PNC BANK, N.A.	PNC BANK, N.A.	Bethesda	Maryland	United States	no	n/a

Relationships

Advises (1)

← WALKER & DUNLOP FUND MANAGEMENT LLCRegistered adviserReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a99d90e-147b-25e0-13d7-bdee9249108f
First observed: Mar 30, 2012
Last observed: Mar 30, 2012 176 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

W&D BALANCED REAL ESTATE FUND I, LP

advised by WALKER & DUNLOP FUND MANAGEMENT LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a99d90e-147b-25e0-13d7-bdee9249108f

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 30, 2012

$25.1M

$2.0M

0.0%

yes

W&D BALANCED REAL ESTATE FUND I, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

PNC BANK, N.A.

Bethesda

Maryland

United States

n/a