INNOVAHEALTH PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$18.8M
Accounts
16
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
297788
Registered since
July 28, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • MORTIMER BERKOWITZ III

    Managing Partner, FounderCRD 4667794

  • JOHN MCCORMICK

    Managing DirectorCRD 4650724

  • ARIELLA GOLOMB

    Partner, FounderCRD 6990128

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth