DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Walker & Dunlop Investment Partners, Inc.
Latest filing Mar 27, 2026
First filing on the tape Nov 19, 2012 · 38 filings
SEC status approved since Jan 2, 2013
RAUM
$2.7B
reported, Item 5.F
Discretionary
75%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
36
35 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
20
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$2.7B as of Mar 27, 2026
Mar 31, 2014$149M then
HNW client RAUM$0 as of Mar 27, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 31, 20140 then
Employees (5.A)36 as of Mar 27, 2026
Mar 31, 201411 then
Private funds20 as of Mar 27, 2026
Mar 31, 20146 then
RAUM +15% over the last fiscal year+26% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $84.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 75%derivedof RAUM
- Institutional
- 20%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $1.1B, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.1B79%
- Insurance companies$538M20%
- Other investment advisers$20.0M0.7%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 32reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.8 institutional_share=0.2 related_bd=true related_bank=false bd_reps=2.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
33 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Young Ryan Castle · Chief Operating Officer Of Wdipcontrolsince 02/2023 · owns less than 5%
- Elizabeth Arielle Dahlgren · Chief Financial Officer Of Wdipcontrolsince 02/2023 · owns less than 5%
- Marcus William Duley · Chief Investment Officer Of Wdipcontrolsince 06/2021 · owns less than 5%
- Todd Stephen Erwin · Chief Compliance Officer, Associate General Counsel Of W&D, Secretarycontrolsince 02/2018 · owns less than 5%
- Ray Mitchell Resnick · President And Board Membercontrolsince 03/2022 · owns less than 5%
- Neil Jay Rollins · Evp, Board Membercontrolsince 10/2008 · owns less than 5%
- Ruth Maren Steinberg · Chief Investment Officer Of Jcr Capital Funds, Evp, And Board Membercontrolsince 10/2008 · owns less than 5%
Entity owners
- Walker & Dunlop Investment Management, LLC · Sole Shareholderdirect · owns 75% or more
- Walker & Dunlop, Inc. · Managing Memberindirect · owns 75% or more of Walker & Dunlop Investment Management, LLC · public reporting company
Related persons
Schedule D 7.A
- Asi Adviser LLCinvestment advisern
- Jcr Capital Investment Company, LLCpooled vehicle sponsory
- W&D Be, Inc.investment companyn
- Walker & Dunlop Investment Sales, LLCinvestment companyn
- Walker & Dunlop, LLCinvestment companyn
- Wd Investors I, LLCpooled vehicle sponsory
- Wd Investors Vii, LLCpooled vehicle sponsory
- Zelman Partners, LLCbroker-dealern
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL1 employees
- New York, NY1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 31 to 32Aug 1, 2025 to Mar 27, 2026
- Advisory employees · 39 to 35Aug 1, 2025 to Mar 27, 2026
- BD registered reps · 0 to 2Aug 1, 2025 to Mar 27, 2026
- Assets in custody · $1.1B to $1.1BAug 1, 2025 to Mar 27, 2026
- Employees · 40 to 36Aug 1, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.7B to $2.0BAug 1, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $665M to $665MAug 1, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.8B to $2.1BAug 1, 2025 to Mar 27, 2026
- RAUM · $2.3B to $2.7BAug 1, 2025 to Mar 27, 2026
- Financial planning clients · 0 to 0Mar 28, 2025 to Aug 1, 2025
- Accounts · 30 to 31Jul 8, 2024 to Mar 28, 2025
- Advisory employees · 40 to 39Jul 8, 2024 to Mar 28, 2025
- Pooled vehicle clients · 23 to 27Jul 8, 2024 to Mar 28, 2025
- Assets in custody · $486M to $1.1BJul 8, 2024 to Mar 28, 2025
- Other offices · 6 to 0Jul 8, 2024 to Mar 28, 2025
- Private funds · 22 to 20Jul 8, 2024 to Mar 28, 2025
- Discretionary RAUM · $966M to $1.7BJul 8, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $603M to $665MJul 8, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $633M to $1.8BJul 8, 2024 to Mar 28, 2025
- RAUM · $1.6B to $2.3BJul 8, 2024 to Mar 28, 2025
- Private funds · 23 to 22Mar 29, 2024 to Apr 29, 2024
- Accounts · 23 to 30Jul 12, 2023 to Mar 29, 2024
- Pooled vehicle clients · 13 to 23Jul 12, 2023 to Mar 29, 2024
- Assets in custody · $512M to $486MJul 12, 2023 to Mar 29, 2024
- Employees · 41 to 40Jul 12, 2023 to Mar 29, 2024
- Private funds · 17 to 23Jul 12, 2023 to Mar 29, 2024
- Discretionary RAUM · $706M to $966MJul 12, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $653M to $603MJul 12, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $553M to $633MJul 12, 2023 to Mar 29, 2024
- RAUM · $1.4B to $1.6BJul 12, 2023 to Mar 29, 2024
- Accounts · 20 to 23Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 34 to 40Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $513M to $512MMar 30, 2022 to Mar 30, 2023
- Employees · 35 to 41Mar 30, 2022 to Mar 30, 2023
- Other offices · 0 to 6Mar 30, 2022 to Mar 30, 2023
- Private funds · 15 to 17Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $775M to $706MMar 30, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $553M to $653MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $615M to $553MMar 30, 2022 to Mar 30, 2023
- RAUM · $1.3B to $1.4BMar 30, 2022 to Mar 30, 2023
Signals
13 dated events
- Walker & Dunlop Investment Partners, Inc. reported RAUM $2.3B, up 49% from $1.6B (2024-07-08 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Walker & Dunlop Investment Partners, Inc. reported 0 offices beyond its principal office, down from 6 (2024-07-08 to 2025-03-28)Mar 28, 2025 · Office count change · derived
- Walker & Dunlop Investment Partners, Inc. reported 6 offices beyond its principal office, up from 0 (2022-03-30 to 2023-03-30)Mar 30, 2023 · Office count change · derived
- Ryan Castle (Chief Operating Officer) appeared on Schedule A of Walker & Dunlop Investment Partners, Inc.Mar 30, 2023 · Control person joined · fact
- Arielle Dahlgren (Chief Financial Officer) appeared on Schedule A of Walker & Dunlop Investment Partners, Inc.Mar 30, 2023 · Control person joined · fact
- Peter Shepard (Chief Financial Officer, Chief Operating Officer) no longer on Schedule A of Walker & Dunlop Investment Partners, Inc. (listed 2022-03-30, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- James Samuel Isaacson (President And Board Member) no longer on Schedule A of Walker & Dunlop Investment Partners, Inc. (listed 2021-11-01, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Ray Mitchell Resnick (President And Board Chair) appeared on Schedule A of Walker & Dunlop Investment Partners, Inc.Mar 30, 2022 · Control person joined · fact
- Marcus William Duley (Chief Investment Officer Of Wdip) appeared on Schedule A of Walker & Dunlop Investment Partners, Inc.Mar 30, 2022 · Control person joined · fact
- James Samuel Isaacson (President And Board Member) appeared on Schedule A of Walker & Dunlop Investment Partners, Inc.Oct 8, 2020 · Control person joined · fact
- Walker & Dunlop Investment Partners, Inc. reported RAUM $958.2M, up 26% from $761.2M (2018-11-15 to 2019-03-21)Mar 21, 2019 · RAUM change · derived
- Walker & Dunlop Investment Partners, Inc. reported RAUM $761.2M, up 28% from $592.8M (2017-04-19 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Jcr Capital Investment Corporation filed its initial SEC registration (Form ADV)Nov 19, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- walkerdunlop.com/investment-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-802-3533reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Walker & Dunlop Investment Partners, Inc. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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