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Multi-Family OfficeRIA · CRD 169799SEC-Registered

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Applewhite & Buys Financial Advisors

APPLEWHITE & BUYS FINANCIAL ADVISORS is an SEC-registered investment adviser in Dallas, TX, registered since 2025. The firm manages approximately $153...

Overview

APPLEWHITE & BUYS FINANCIAL ADVISORS is an SEC-registered investment adviser in Dallas, TX, registered since 2025. The firm manages approximately $153 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at Applewhite & Buys Financial Advisors?

Public records do not name any investment principals or decision-makers at the firm. No team members appear in LinkedIn searches or industry directories.

How does Applewhite & Buys Financial Advisors source deal flow?

There is no publicly available information on the firm's deal sourcing approach. Without a known website or professional profiles, its proprietary deal network remains unverifiable.

What investment stages does Applewhite & Buys Financial Advisors typically target?

No target investment stages have been documented in public sources. The firm's investment preferences are unknown.

What is Applewhite & Buys Financial Advisors' known posture on co-investments alongside external GPs?

No publicly available information addresses the firm's co-investment practices, preferences, or historical activity alongside third-party general partners.

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