Innovahealth Partners

RIASEC RegisteredEst. 2022
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$18.8M
Accounts
16
Employees
5
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 is organized as a limited partnership and operates as a manager of pooled private investment vehicles. SEC registration occurred in 2022. The firm is classified in FINTRX as a private equity fund manager serving primarily institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles, and it identifies itself as a sponsor/GP/managing member of those vehicles; FINTRX also lists affiliations as a CPO or CTA where relevant. The firm’s economics combine a percentage-of-assets fee with performance-based fees, consistent with typical private equity fund structures. FINTRX flags Innovahealth Partners as not being a capital allocator in its taxonomy, which aligns with the firm’s role as a fund sponsor and operating manager rather than as a multi-manager allocator. The firm is not identified as an active ESG investor in the dataset.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Mortimer Berkowitz Iii

    Mortimer Berkowitz Iii

    Managing Partner, FounderCRD 4667794

  • John Mccormick

    John Mccormick

    Managing DirectorCRD 4650724

  • Ariella Golomb

    Ariella Golomb

    Partner, FounderCRD 6990128

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth