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CRD 269874
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PARABELLUM PARTNERS III, LP | Private Equity Fund | $755M | May 13, 2024 | 105 | Mar 25, 2022 | reported | 021-395459 |
| PARABELLUM PARTNERS II, LP | Private Equity Fund | $466M | May 13, 2024 | 122 | Mar 25, 2020 | reported | 021-337222 |
| PB MDL LP | Private Equity Fund | $66.7M | May 13, 2024 | 8 | Mar 31, 2017 | reported | 021-343165 |
| PBLM 2 LP | Private Equity Fund | $11.3M | May 13, 2024 | 4 | Mar 25, 2022 | reported | n/a |
| PARABELLUM PARTNERS I, LP | Private Equity Fund | $0 | Aug 4, 2023 | 0 | Jul 28, 2015 | reported | 021-240834 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CONWAY, TAMARA, LYNN | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2023 | Aug 4, 2023 | May 13, 2024 |
| ICIKSON, DAVID | CHIEF OPERATING OFFICER | Na | yes | 04/2014 | Jun 14, 2018 | May 13, 2024 |
| KATZ, AARON, MARGOLIN | MANAGING PRINCIPAL | Na | yes | 01/2012 | Jun 14, 2018 | May 13, 2024 |
| KATZ, AARON, MARGOLIN | Member | D | yes | 04/2020 | Jun 14, 2018 | May 13, 2024 |
| PARABELLUM FOUNDERS HOLDING, LLC | Owner | E | yes | 04/2020 | Jun 23, 2020 | May 13, 2024 |
| SHAMS, HOWARD, NATHAN | MANAGING PRINCIPAL | Na | yes | 01/2012 | Jun 14, 2018 | May 13, 2024 |
| SHAMS, HOWARD, NATHAN | Member | D | yes | 04/2020 | Jun 14, 2018 | May 13, 2024 |
| BJG ALPHA INVESTORS, LP | Owner | B | no | 04/2020 | Jun 23, 2020 | May 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 9RPJ1 PARTNERS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| 9RPJ2 PARTNERS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| FUND III FL PARTNERS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| PBLM GENERAL PARTNER I, LLC | n/a | n/a | n/a | N | yes | n/a |
| PBLM GENERAL PARTNER II, LLC | n/a | n/a | n/a | N | yes | n/a |
| PBLM GENERAL PARTNER III, LLC | n/a | n/a | n/a | N | yes | n/a |
| PBLM LEVERAGED RETURN GP III, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Newton | Ma | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.9B | $1.8B | 18 | 10 | 1 | 5 | n/a |
| 2024 | Mar 31, 2025 | $1.5B | $1.4B | 20 | 11 | 1 | 4 | n/a |
| 2023 | Mar 28, 2024 | $1.4B | $1.3B | 18 | 12 | 1 | 4 | $1.3B |
| 2022 | Mar 28, 2023 | $1.3B | $1.2B | 16 | 9 | 0 | 5 | $1.2B |
| 2021 | Mar 25, 2022 | $830M | $792M | 18 | 11 | 0 | 5 | $819M |
| 2020 | Mar 4, 2021 | $666M | $666M | 20 | 11 | 0 | 3 | $689M |
| 2019 | Mar 25, 2020 | $350M | $350M | 15 | 8 | 0 | 3 | $378M |
| 2018 | Mar 27, 2019 | $206M | $202M | 11 | 8 | 0 | 2 | $202M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.9B | $1.5B | 26.0% | $1.3B | 14.5% | 18 | 20 | 1 | 1 |