Single Family OfficeRIA · CRD 128071SEC-Registered

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HELM Financial Advisors

HELM FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser with $73 million in regulatory assets under management. The firm manages $8 million on a...

HELM Financial Advisors

HELM FINANCIAL ADVISORS, LLC is an SEC-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

Single Family Office

Location

Region

North America

Country

United States

Principals

Tom Gores

Principal

Sector focus

Private EquityReal EstateMedia & EntertainmentSports

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.

How does HELM source its proprietary deal flow?

HELM derives the majority of its deal flow from Platinum Equity's origination network, which generates thousands of potential transactions annually. Because Gores co-invests personal capital alongside Platinum's institutional funds, HELM participates in deals that have already passed the firm's internal screening process. This creates a proprietary pipeline for the family office that external investors cannot replicate.

Is HELM structured as a single family office or does it operate more like a venture firm?

HELM is a single-family office dedicated exclusively to Tom Gores' wealth. Unlike multi-family offices that take outside capital, HELM does not solicit third-party investors. Its investment posture resembles a direct co-investment platform, with capital deployed alongside Platinum Equity funds in control buyouts and opportunistic situations.

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.

How is HELM related to the Detroit Pistons?

Tom Gores acquired the Detroit Pistons through his family office structure in 2011 for $325 million. HELM manages the Pistons as a portfolio asset, with all basketball operations and holding-company functions flowing through the family office's oversight. In January 2024, Gores expanded his sports holdings by acquiring the Motor City Cruise, the Pistons' NBA G League affiliate.

Where does the underlying wealth come from?

Tom Gores' wealth originates from Platinum Equity, the private equity firm he founded in 1995. Platinum specializes in acquiring non-core divisions from large corporations and transforming them into standalone entities. The firm has completed over 450 acquisitions and manages roughly $48 billion in assets, making Gores one of the wealthiest private equity founders in the United States.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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