Firm profile

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

DENVER, COCRD 165022Latest ADV March 27, 2026

Walker & Dunlop Investment Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 27, 2026, reports $2.7B in regulatory assets under management, 36 employees, and 32 accounts.

Assets Under Management
$2.7B
Employees
36
Offices
--
Total Clients
32
Primary office
DENVER, CO
2345 E. 3RD AVENUE, SUITE 300, DENVER, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOStephen T. Erwin
COORyan Y. Castle
CIOMaren R. Steinberg

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 84.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
84.4%
27
2
Insurance Cos.
12.5%
4
3
Other Advisers
3.1%
1
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.7Bas of March 27, 2026
Discretionary75.4%
$2.0B
75% of total RAUM75.4%
Non-discretionary24.6%
$665M
25% of total RAUM24.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.7B
Total Accounts32
10Y AUM Change+$2.1B (+356.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees36
Clients per Employee1:1
10Y Employee Change+17 (+89.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.