WALKER & DUNLOP INVESTMENT PARTNERS, INC.

RIASEC RegisteredEst. 2013

Total AUM

$2.7B

Discretionary

$2B

75% of AUM

Avg account

$84.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 165022
Registered since: January 2, 2013
Website: www.wdinvestmentpartners.com
Custodians: CAPITAL ONE, N.A., PNC INVESTMENTS LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, J.P. MORGAN SECURITIES INC., COMPUTERSHARE TRUST COMPANY, N.A.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles79.35%
Insurance Companies19.91%
Other Investment Advisers0.74%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Walker & Dunlop Investment Partners operates as an institutional-focused investment adviser centered on real estate strategies. The firm acts as sponsor and general partner on pooled investment vehicles and provides portfolio management services for both pooled vehicles and institutional clients. Its business model blends fund sponsorship with distribution and other financial product sales, and the firm charges a mix of percentage-of-AUM and performance-based fees alongside other fee components. Walker & Dunlop Investment Partners identifies as an active ESG investor, indicating that environmental, social and governance factors are integrated into underwriting, asset management and capital-allocation decisions across its real estate platform. The adviser’s allocations concentrate on directly managed real estate funds and related credit and listed real estate exposures. By serving a small number of large institutional clients, the firm structures capital commitments and fund vehicles to accommodate multi-investor pools and customized institutional mandates.