AltMountain

Walker & Dunlop, Inc.

Bethesda, MD · CIK 1497770
Status: no Form D since Feb 2022. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Walker & Dunlop, Inc. is a real estate fund based in Bethesda, Maryland. According to its most recent Form D, filed Feb 9, 2022, it has sold $15,672,860 of interests to 1 investor since its first sale in Aug 2020. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Alan Bowers; John Rice; Michael Warren.

Total raised
$15,672,860Cumulative sales reported on Form D
Investors
1
First sale
Aug 12, 2020
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Alan Bowers; John Rice; Michael Warren
Latest Form D
Feb 9, 2022

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Raise history

$115,312,248Nov 12, 2014: $6,000,000 raisedApr 30, 2015: $2,000,000 raisedJan 31, 2020: $5,000,000 raisedAug 24, 2020: $6,922,860 raisedJul 20, 2021: $5,250,000 raisedDec 21, 2021: $115,312,248 raisedFeb 9, 2022: $15,672,860 raisedNov 2014Feb 2022
FiledFilingTotal raisedInvestorsSource
Feb 9, 2022Amendment$15,672,8601SEC.gov ↗
Dec 21, 2021First notice$115,312,2481SEC.gov ↗
Jul 20, 2021First notice$5,250,0001SEC.gov ↗
Aug 24, 2020First notice$6,922,8601SEC.gov ↗
Jan 31, 2020First notice$5,000,0004SEC.gov ↗
Apr 30, 2015First notice$2,000,0002SEC.gov ↗
Nov 12, 2014First notice$6,000,0001SEC.gov ↗

7 Form D filings in the SEC's electronic records (2008 onward), the earliest on Nov 12, 2014. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.

Questions about Walker & Dunlop, Inc.

What is the minimum investment for Walker & Dunlop, Inc.?

Walker & Dunlop, Inc.'s latest Form D, filed Feb 9, 2022, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Walker & Dunlop, Inc.?

Walker & Dunlop, Inc. is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Walker & Dunlop, Inc. raised?

Walker & Dunlop, Inc. reports $15,672,860 sold from 1 investor on its Form D filed Feb 9, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Walker & Dunlop, Inc. based?

Walker & Dunlop, Inc. is based in Bethesda, Maryland.

When did Walker & Dunlop, Inc. launch?

Walker & Dunlop, Inc. reports its first sale in Aug 2020.

Size compared with every real estate fund

Raised more than 85% of the 201 real estate funds based in Maryland, and more than 84% of all 7,351 that report sales.

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