Paratum, Inc.
Paratum, Inc. — Structured Products & Private Capital

Where others see walls,
we find doors.

Structured products and private capital for high net worth individuals, family offices and institutions. Built for the assets that don't fit.

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JudgmentDiscretionStewardship
The Standard

The gap between advice and architecture.

Paratum sits above product, liability and tax. We strive to provide the independent, integrated perspective that enduring wealth requires.

Independent

No products to sell. No broker-dealer registration, no distribution economics, nothing custodied. Our only mandate is the client's long-term interest.

Institutional

Governance, investment policy and rigor built to institutional grade — applied at the scale of a single family.

Global

Coordinated advice for clients and advisers across the United States, Europe, Asia, South America and the Middle East.

Capabilities

What we do.

ACorporate Finance

Capital Markets & Structuring

  • Proprietary structures
  • Investment banking
  • Cross-border structuring
  • Alternative investments
BPreservation

Wealth & Estate Architecture

  • Family office services
  • Estate planning
  • Trust & fiduciary
  • Asset protection
CDiversification

Assets & Risk Intelligence

  • Real estate
  • Private equity
  • Oil & gas
  • Risk management
  • Tax advisory
Principles

How we operate.

01

Integrity

Every mandate must withstand the most rigorous scrutiny.

02

Wisdom

Informed globally, applied non-conventionally.

03

Ingenuity

Yesterday's ideas are rarely today's solutions.

04

Experience

No single answer fits every client. Paratum endeavors to provide the best possible outcome.

Experience

Depth achieved through real-world matters that mandate effective solutions.

Paratum's judgment is earned, not asserted. The firm's work spans structured products, cross-border mandates, concentrated positions and generational wealth — the complex situations where standard solutions fall short and experience is the difference.

Structured & Private Capital

Proprietary structures, capital formation and M&A advisory across closely held businesses, funds and institutions.

Cross-Border & Concentrated

International structuring and concentrated-position solutions for founders, families and non-US clients.

Stewardship at Scale

Estate, trust and legacy structures built to institutional grade and applied at the scale of a single family.

The Founder

Aaron R. Sokol · Principal

Aaron Sokol founded Paratum after a career spent building customized structured solutions for high net worth individuals, closely held businesses, family offices and institutions — bringing senior, conflict-free attention to every mandate.

Managing Director, Euram Structured Products Managing Director, Bear, Stearns & Co. — Los Angeles Deutsche Bank Alex. Brown · Scudder Kemper Investments J.D., Boston University · M.B.A., USC · B.S., Yeshiva University
Selected Transactions

In excess of $2 billion raised.

A representative span across structured products, private capital and cross-border mandates. Clients are not named, and that is deliberate — the figures speak to scale, not to any single relationship.

Assets under advisement, structured across non-correlated strategies and specialty-finance relationships$2.5bn+
FIRPTA-related advisory for a non-US client on a US real estate portfolio$1.8bn
Highly structured deferral transactions and investable capital, over two and a half decades$750m+
Concentrated single-stock trade executed within a generational wealth-transfer structure$500m
Professional sports franchise acquisitions across major leagues, aggregate transaction value$5bn+
Institutional asset-management team — customized solutions for private wealth$1.2bn
Domestic oil & gas investment partnerships, raised over a seven-year period$182m+
Offshore fund-of-funds for institutional and private clients in non-correlated assets$125m+
Securitization of music royalty income for recording artists$60m+
Concentrated-position, cross-border and estate structures for families and institutionsConfidential

Figures reflect transactions across a multi-decade career. Individual mandates, counterparties and structures are held in confidence — discretion is not a courtesy we extend, it is the product.

Contact

Matters begin with a conversation.

Paratum works with a select number of families and institutions. For matters specific to your situation, please write to us directly. One of our professionals will follow up with you shortly thereafter.

[email protected]

Correspondence is treated in confidence.

Office

Beverly Hills

369 South Doheny Drive, Suite 411
Beverly Hills, CA 90211
United States
310.780.9936

One office. Four continents.
United States · Europe · Asia · South America · Middle East