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Walker & Dunlop Fund Management LLC (Bethesda)


Walker & Dunlop Fund Management LLC is a mid-sized advisory firm based in Bethesda. It manages $25.14 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Maryland.

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Walker & Dunlop Fund Management provides portfolio management for pooled investment vehicles and real estate advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Walker & Dunlop Fund Management: assets under management

The assets under management (AUM) of Walker & Dunlop Fund Management LLC is $25.14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.14 million each.
Walker & Dunlop Fund Management has custody of $25.14 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Walker & Dunlop Fund Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Walker & Dunlop Fund Management LLC performs its advisory services is located at 7501 Wisconsin Avenue, Bethesda, MD 20814 6531, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-215-5500 or by fax 301-634-2144. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.walkerdunlop.com.


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