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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
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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