INNOVAHEALTH PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 297788
- Registered since
- July 28, 2022
- Website
- www.innovahealthpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Innovahealth Partners operates as a limited partnership focused on private equity strategies for institutional investors. The firm is registered with the SEC (since 2022) and presents itself primarily as a private equity fund manager that serves as sponsor and general partner for pooled investment vehicles. Its advisory scope centers on managing pooled vehicles rather than providing one-on-one wealth management or pension consulting. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm does not identify as an active ESG investor and reports no multi-state advisory footprint. Innovahealth Partners also lists industry roles consistent with operating funds: sponsor/GP and managing member of pooled products, and it may serve in capacities tied to commodity pool operator/commodity trading advisor structures where applicable. Ownership is structured as domestic entities and individuals; the entity is classified as a private equity fund rather than a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3MORTIMER BERKOWITZ III
Managing Partner, FounderCRD 4667794
JOHN MCCORMICK
Managing DirectorCRD 4650724
ARIELLA GOLOMB
Partner, FounderCRD 6990128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 570 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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