DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

WALKER & DUNLOP FUND MANAGEMENT LLC

CRD 148410

BETHESDA, MD

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:5f4f84c0-22f8-99cb-ff06-5af87890b7cd

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
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

Walker & Dunlop Fund Management LLC

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $25.1MItem 5.F on the latest filing (2012-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $25.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $25.1Mgross asset value as reported per fund; never fund size
Custody, client assets: $25.1M
SEC number: 801-69748
CRD: 148410
Filings on the tape: 1
First filed: Mar 30, 2012
Latest filed: Mar 30, 2012
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W&D BALANCED REAL ESTATE FUND I, LP	Real Estate Fund	$25.1M	Mar 30, 2012	3	Mar 30, 2012	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WALKER, WILLIAM, MALLORY	MANAGING MEMBER, PRESIDENT	E	yes	11/2007	Mar 30, 2012	Mar 30, 2012
WILSON, DEBORAH, ANNE	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2008	Mar 30, 2012	Mar 30, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W&D BALANCED REAL ESTATE FUND I GP, LLC	n/a	n/a	n/a	N	yes	n/a
WALKER & DUNLOP LLC	n/a	n/a	n/a	N	yes	n/a
WALKER & DUNLOP, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$25.1M	$25.1M	n/a	n/a	n/a	1	$25.1M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$25.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Advises (1)

→ W&D BALANCED REAL ESTATE FUND I, LPPrivate fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (2)

← WALKER, WILLIAM, MALLORYOwnerMANAGING MEMBER, PRESIDENT, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← WILSON, DEBORAH, ANNEOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f4f84c0-22f8-99cb-ff06-5af87890b7cd
First observed: Mar 30, 2012
Last observed: Mar 30, 2012 176 months ago
Source families: Federal regulator filings
3 registered feeds 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.

WALKER & DUNLOP FUND MANAGEMENT LLC

CRD 148410

BETHESDA, MD

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:5f4f84c0-22f8-99cb-ff06-5af87890b7cd

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

W&D BALANCED REAL ESTATE FUND I, LP

Real Estate Fund

$25.1M

Mar 30, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WALKER, WILLIAM, MALLORY

MANAGING MEMBER, PRESIDENT

yes

11/2007

Mar 30, 2012

WILSON, DEBORAH, ANNE

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

07/2008

Mar 30, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

W&D BALANCED REAL ESTATE FUND I GP, LLC

n/a

yes

n/a

WALKER & DUNLOP LLC

n/a

yes

n/a

WALKER & DUNLOP, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$25.1M

n/a

$25.1M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$25.1M

n/a