Parabellum Capital Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.8B
- Clients
- 12
- Avg AUM / client
- $162M
- Accounts
- 15
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $1.7B | 89.3% |
| Other | Fewer than 5 clients | $208M | 10.7% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Parabellum Partners Iii, Lp master | Private Equity Fund | Delaware | $755M | 105 |
| Parabellum Partners Ii, Lp master | Private Equity Fund | Delaware | $466M | 122 |
| Pb Mdl Lp | Private Equity Fund | Delaware | $66.7M | 8 |
| Pblm 2 Lp | Private Equity Fund | Delaware | $11.3M | 4 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katz, Aaron, Margolin | Managing Principal | Jan 2012 (15y) | ≈ 37.5% – 75% via Parabellum Founders Holding, Llc | |
| Shams, Howard, Nathan | Managing Principal | Jan 2012 (15y) | ≈ 37.5% – 75% via Parabellum Founders Holding, Llc | |
| Icikson, David | Chief Operating Officer | Apr 2014 (12y) | Less than 5% | |
| Conway, Tamara, Lynn | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Parabellum Founders Holding, Llc | Owner | Apr 2020 | A | 75% or more |
| Bjg Alpha Investors, Lp | Owner | Apr 2020 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Katz, Aaron, Margolin: 50% – 75% of Parabellum Founders Holding, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Shams, Howard, Nathan: 50% – 75% of Parabellum Founders Holding, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Parabellum Partners Iii, Lp | Private Equity Fund | $755M | $5.0M | 105 |
| Parabellum Partners Ii, Lp | Private Equity Fund | $466M | $5.0M | 122 |
| Pb Mdl Lp | Private Equity Fund | $66.7M | $5.0M | 8 |
| Pblm 2 Lp | Private Equity Fund | $11.3M | $5.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 2.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗