SourcingSourcing

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

C19
CRD 165022·SEC 801-77397·DENVER, CO
AUM
$2.70B
$1B+
Est. Revenue
$27.0M
@ 1% on AUM
Est. EBITDA
$8.1M
@ 30% margin
Est. Deal Value
$64.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WALKER & DUNLOP INVESTMENT PARTNERS, INC.
CRD
165022
SEC file #
801-77397
EIN
—
DBA names
—

Economics

AUM
$2.70B
AUM band
$1B+
AUM trajectory
'20'26
$958.2M → $2.70B▲ +182%
Client mix
Pooled Investment Vehicles27
Insurance Companies4
Other Investment Advisers1

Operations

Employees (total)
36
Advisory staff (per ADV)
35
Advisory staff (5-yr trend)
'20'26
28 advisors → 35 advisors▲ +25%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargomedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
wdinvestmentpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WALKER & DUNLOP INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
WALKER & DUNLOP INVESTMENT
CASTLE, RYAN, YOUNG
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WDINVESTMENTPARTNERS.COM
Rdap Domain Creation Date
2020-05-14T22:39:32Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Wells Fargo1
Full
Jpmorgan39
E*trade4
Wells Fargo3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-14T22:39:32Z
Rdap Domain Last Changed
2026-05-13T08:57:55Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.comNs2.dnsmadeeasy.comNs3.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
CASTLE, RYAN, YOUNG
Executive Officer · 2.5%
7716137
DULEY, WILLIAM, MARCUS
Executive Officer · 2.5%
4329672
STEPHEN TODD ERWIN
Executive Officer · 2.5%
5028461
PATTERSON, ELISABETH
Executive Officer · 2.5%
8065870
RESNICK, MITCHELL, RAY
Executive Officer · 2.5%
2926978
STEINBERG, MAREN, RUTH
Executive Officer · 2.5%
4181717