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HELM Financial Advisors
HELM FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $73 million in regulatory assets under management. The firm manages $8 million on...
Overview
HELM FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $73 million in regulatory assets under management. The firm manages $8 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Tom Gores
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at HELM Financial Advisors?
Tom Gores serves as the principal decision-maker for HELM's investment portfolio. He founded Platinum Equity in 1995 and built the firm into a global buyout platform managing roughly $48 billion. HELM's investment committee is not publicly documented, but the office's mandate originates directly from Gores' personal portfolio allocation strategy.
Does HELM participate in fund commitments or only direct deals?
HELM's primary investment vehicle is direct co-investment alongside Platinum Equity's flagship funds. The office occasionally participates in other private equity fund commitments and special-purpose vehicles, but co-investment represents the core deployment mechanism. This structure allows Gores to avoid double fees while maintaining exposure to Platinum's full deal pipeline.
What is HELM's known posture on co-investments alongside external GPs?
HELM principally co-invests alongside Platinum Equity, though the office has the flexibility to back external managers when attractive. Given Gores' controlling role at Platinum and the firm's internal sourcing capabilities, outside co-investments are infrequent. The office prioritizes opportunities where it can bring Platinum's operational turnaround expertise to bear.
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