# HELM Financial Advisors

HELM Financial Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://helmfinancial.com

## Regulatory record

- **CRD number:** 128071
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128071

## About

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.

## Sectors

- Private Equity
- Real Estate
- Media & Entertainment
- Sports

## People

- Tom Gores — Principal

## 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.

## Related profiles

- [Francis Financial](https://altss.com/profile/francis-financial)
- [Sensible Investment Strategies](https://altss.com/profile/sensible-investment-strategies-llc)

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Last updated: 2026-07-06T01:24:18.055Z

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