INNOVAHEALTH PARTNERS
INNOVAHEALTH PARTNERS, LP Legal Name
Adviser information for INNOVAHEALTH PARTNERS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 11 | $213.2M |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $213.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 11 | $213.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126204 |
|---|---|
| SEC ERA File Number | 801-126204 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297788 |
| Legal Entity Identifier | None |
Principal Office
570 LEXINGTON AVENUE22ND FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 212-652-3550, Fax: 212-652-3549
Chief Compliance Officer
JOHN C. MCCORMICK
MANAGING DIRECTOR
570 LEXINGTON AVENUE
22ND FLOOR
NEW YORK
NY
United States
Tel:
212-652-3545
Fax:
212-652-3549
J*@***********M
(Full email address available in API data)
Regulatory Contact
MORTIMER BERKOWITZ III
PRESIDENT AND CHIEF EXECUTIVE OFFICER
570 LEXINGTON AVENUE
22ND FLOOR
NEW YORK
NY
United States
Tel:
212-652-3555
Fax:
212-652-3549
T*@***********M
(Full email address available in API data)
Industry Affiliates
| IHP CO-INVEST I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST I-A GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST II-A GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST II-B GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST IV-A GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST V GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IHP CO-INVEST VI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INNOVAHEALTH PARTNERS FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IHP CO-INVEST I-A, LP | Private Equity Fund | $4.0M | $0.0M | 12 |
| IHP CO-INVEST I, LP | Private Equity Fund | $24.7M | $0.0M | 18 |
| IHP CO-INVEST II-A, LP | Private Equity Fund | $5.8M | $0.0M | 17 |
| IHP CO-INVEST II-B, LP | Private Equity Fund | $3.0M | $0.0M | 18 |
| IHP CO-INVEST II, LP | Private Equity Fund | $9.7M | $0.0M | 24 |
| IHP CO-INVEST III, LP | Private Equity Fund | $18.0M | $0.0M | 17 |
| IHP CO-INVEST IV-A, LP | Private Equity Fund | $2.3M | $0.0M | 17 |
| IHP CO-INVEST IV, LP | Private Equity Fund | $16.8M | $0.0M | 16 |
| IHP CO-INVEST V, LP | Private Equity Fund | $7.4M | $0.0M | 14 |
| IHP CO-INVEST VI, LP | Private Equity Fund | $6.2M | $0.0M | 12 |
| INNOVAHEALTH PARTNERS FUND, LP | Private Equity Fund | $112.4M | $0.0M | 87 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERKOWITZ III, MORTIMER | Individual | – | LIMITED PARTNER & CEO | 12/2016 | 25-50% |
| MCCORMICK, JOHN, C | Individual | – | LIMITED PARTNER, CCO, & MANAGING DIRECTOR | 12/2017 | 10-25% |
| INNOVAHEALTH PARTNERS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2016 | < 5% |
| BERKOWITZ III, MORTIMER | Individual | INNOVAHEALTH PARTNERS GP, LLC | MEMBER AND BOARD OF MANAGERS MEMBER | 12/2016 | 25-50% |
| MCCORMICK, JOHN, C | Individual | INNOVAHEALTH PARTNERS GP, LLC | MEMBER AND BOARD OF MANAGERS MEMBER | 12/2017 | 25-50% |
| GOLOMB, ARIELLA | Individual | – | LIMITED PARTNER & MANAGING DIRECTOR | 12/2017 | 10-25% |
| GOLOMB, ARIELLA | Individual | INNOVAHEALTH PARTNERS GP, LLC | MEMBER AND BOARD OF MANAGERS MEMBER | 12/2017 | 25-50% |