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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

INNOVAHEALTH PARTNERS

INNOVAHEALTH PARTNERS, LP, CRD 297788

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31dfe95d-4b75-a6cc-6746-adbbf3143d13

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 1
On other graphs: 3
Observed: Jun 27, 2022 to Aug 5, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Innovahealth Partners

Venture manager · shared crd

Independent Sponsorsidentity

Innovahealth Partners

Capital provider to sponsors · shared crd

Private Equityidentity

Innovahealth Partners

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $301MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $301M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 16
Private funds: 16Schedule D 7.B(1)
SEC number: 801-126204
CRD: 297788
Filings on the tape: 8
First filed: Jun 27, 2022
Latest filed: Aug 5, 2026
Organised: Limited Partnership, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
INNOVAHEALTH PARTNERS FUND, LP	Private Equity Fund	$112M	Mar 27, 2024	87	Jul 17, 2018	reported	021-312575
IHP CO-INVEST I, LP	Private Equity Fund	$24.7M	Mar 27, 2024	18	Aug 7, 2020	reported	021-347945
IHP CO-INVEST III, LP	Private Equity Fund	$18.0M	Mar 27, 2024	17	Mar 30, 2022	reported	021-400966
IHP CO-INVEST IV, LP	Private Equity Fund	$16.8M	Mar 27, 2024	16	Mar 30, 2022	reported	021-404471
IHP CO-INVEST II, LP	Private Equity Fund	$9.7M	Mar 27, 2024	24	Aug 7, 2020	reported	021-357417
IHP CO-INVEST V, LP	Private Equity Fund	$7.4M	Mar 27, 2024	14	Mar 8, 2023	reported	n/a
IHP CO-INVEST VI, LP	Private Equity Fund	$6.2M	Mar 27, 2024	12	Mar 8, 2023	reported	n/a
IHP CO-INVEST II-A, LP	Private Equity Fund	$5.8M	Mar 27, 2024	17	Jun 27, 2022	reported	n/a
IHP CO-INVEST I-A, LP	Private Equity Fund	$4.0M	Mar 27, 2024	12	Jun 27, 2022	reported	n/a
IHP CO-INVEST II-B, LP	Private Equity Fund	$3.0M	Mar 27, 2024	18	Mar 27, 2024	reported	n/a
IHP CO-INVEST IV-A, LP	Private Equity Fund	$2.3M	Mar 27, 2024	17	Mar 27, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERKOWITZ III, MORTIMER	LIMITED PARTNER & CEO	C	yes	12/2016	Jun 27, 2022	Mar 27, 2024
BERKOWITZ III, MORTIMER	MEMBER AND BOARD OF MANAGERS MEMBER	C	yes	12/2016	Jun 27, 2022	Mar 27, 2024
GOLOMB, ARIELLA	MEMBER AND BOARD OF MANAGERS MEMBER	C	yes	12/2017	Jun 27, 2022	Mar 27, 2024
GOLOMB, ARIELLA	LIMITED PARTNER & MANAGING DIRECTOR	B	yes	12/2017	Jun 27, 2022	Mar 27, 2024
INNOVAHEALTH PARTNERS GP, LLC	GENERAL PARTNER	Na	yes	12/2016	Jun 27, 2022	Mar 27, 2024
MCCORMICK, JOHN, C	MEMBER AND BOARD OF MANAGERS MEMBER	C	yes	12/2017	Jun 27, 2022	Mar 27, 2024
MCCORMICK, JOHN, C	LIMITED PARTNER, CCO, & MANAGING DIRECTOR	B	yes	12/2017	Jun 27, 2022	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
IHP CO-INVEST I GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST I-A GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST II GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST II-A GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST II-B GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST III GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST IV GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST IV-A GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST V GP, LLC	n/a	n/a	n/a	N	yes	n/a
IHP CO-INVEST VI GP, LLC	n/a	n/a	n/a	N	yes	n/a
INNOVAHEALTH PARTNERS FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$301M	$301M	6	5	16	n/a
2024	Mar 26, 2025	$269M	$269M	6	5	15	n/a
2023	Mar 27, 2024	$213M	$213M	6	5	11	$210M
2022	Mar 8, 2023	$196M	$196M	6	5	9	$163M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$301M	$269M	11.9%	$196M	15.3%	5	6	0	0

Relationships

Advises (11)

→ IHP CO-INVEST II, LPPrivate fundPrivate Equity Fund, IA
Aug 7, 2020 to presentfactForm ADV
→ IHP CO-INVEST II-A, LPPrivate fundPrivate Equity Fund, IA
Jun 27, 2022 to presentfactForm ADV
→ IHP CO-INVEST VI, LPPrivate fundPrivate Equity Fund, IA
Mar 8, 2023 to presentfactForm ADV
→ IHP CO-INVEST III, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ IHP CO-INVEST IV, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ IHP CO-INVEST V, LPPrivate fundPrivate Equity Fund, IA
Mar 8, 2023 to presentfactForm ADV
→ IHP CO-INVEST II-B, LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ IHP CO-INVEST I, LPPrivate fundPrivate Equity Fund, IA
Aug 7, 2020 to presentfactForm ADV
→ INNOVAHEALTH PARTNERS FUND, LPPrivate fundPrivate Equity Fund, IA
Jul 17, 2018 to presentfactForm ADV
→ IHP CO-INVEST IV-A, LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ IHP CO-INVEST I-A, LPPrivate fundPrivate Equity Fund, IA
Jun 27, 2022 to presentfactForm ADV

Affiliated with (1)

← HEALTHPOINTCAPITALRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← MCCORMICK, JOHN, COwnerMEMBER AND BOARD OF MANAGERS MEMBER, ownership code C, individual
Jun 27, 2022 to Mar 27, 2024factForm ADV
← BERKOWITZ III, MORTIMEROwnerMEMBER AND BOARD OF MANAGERS MEMBER, ownership code C, individual
Jun 27, 2022 to Mar 27, 2024factForm ADV
← GOLOMB, ARIELLAOwnerMEMBER AND BOARD OF MANAGERS MEMBER, ownership code C, individual
Jun 27, 2022 to Mar 27, 2024factForm ADV
← INNOVAHEALTH PARTNERS GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jun 27, 2022 to Mar 27, 2024factForm ADV

Dated events

Occurred
Jun 27, 2022
First Form ADV filing
Innovahealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31dfe95d-4b75-a6cc-6746-adbbf3143d13
First observed: Jun 27, 2022
Last observed: Aug 5, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INNOVAHEALTH PARTNERS

INNOVAHEALTH PARTNERS, LP, CRD 297788

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31dfe95d-4b75-a6cc-6746-adbbf3143d13

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INNOVAHEALTH PARTNERS FUND, LP

Private Equity Fund

$112M

Mar 27, 2024

Jul 17, 2018

reported

021-312575

IHP CO-INVEST I, LP

Private Equity Fund

$24.7M

Mar 27, 2024

Aug 7, 2020

reported

021-347945

IHP CO-INVEST III, LP

Private Equity Fund

$18.0M

Mar 27, 2024

Mar 30, 2022

reported

021-400966

IHP CO-INVEST IV, LP

Private Equity Fund

$16.8M

Mar 27, 2024

Mar 30, 2022

reported

021-404471

IHP CO-INVEST II, LP

Private Equity Fund

$9.7M

Mar 27, 2024

Aug 7, 2020

reported

021-357417

IHP CO-INVEST V, LP

Private Equity Fund

$7.4M

Mar 27, 2024

Mar 8, 2023

reported

n/a

IHP CO-INVEST VI, LP

Private Equity Fund

$6.2M

Mar 27, 2024

Mar 8, 2023

reported

n/a

IHP CO-INVEST II-A, LP

Private Equity Fund

$5.8M

Mar 27, 2024

Jun 27, 2022

reported

n/a

IHP CO-INVEST I-A, LP

Private Equity Fund

$4.0M

Mar 27, 2024

Jun 27, 2022

reported

n/a

IHP CO-INVEST II-B, LP

Private Equity Fund

$3.0M

Mar 27, 2024

reported

n/a

IHP CO-INVEST IV-A, LP

Private Equity Fund

$2.3M

Mar 27, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERKOWITZ III, MORTIMER

LIMITED PARTNER & CEO

yes

12/2016

Jun 27, 2022

Mar 27, 2024

BERKOWITZ III, MORTIMER

MEMBER AND BOARD OF MANAGERS MEMBER

yes

12/2016

Jun 27, 2022

Mar 27, 2024

GOLOMB, ARIELLA

MEMBER AND BOARD OF MANAGERS MEMBER

yes

12/2017

Jun 27, 2022

Mar 27, 2024

GOLOMB, ARIELLA

LIMITED PARTNER & MANAGING DIRECTOR

yes

12/2017

Jun 27, 2022

Mar 27, 2024

INNOVAHEALTH PARTNERS GP, LLC

GENERAL PARTNER

yes

12/2016

Jun 27, 2022

Mar 27, 2024

MCCORMICK, JOHN, C

MEMBER AND BOARD OF MANAGERS MEMBER

yes

12/2017

Jun 27, 2022

Mar 27, 2024

MCCORMICK, JOHN, C

LIMITED PARTNER, CCO, & MANAGING DIRECTOR

yes

12/2017

Jun 27, 2022

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IHP CO-INVEST I GP, LLC

n/a

yes

n/a

IHP CO-INVEST I-A GP, LLC

n/a

yes

n/a

IHP CO-INVEST II GP, LLC

n/a

yes

n/a

IHP CO-INVEST II-A GP, LLC

n/a

yes

n/a

IHP CO-INVEST II-B GP, LLC

n/a

yes

n/a

IHP CO-INVEST III GP, LLC

n/a

yes

n/a

IHP CO-INVEST IV GP, LLC

n/a

yes

n/a

IHP CO-INVEST IV-A GP, LLC

n/a

yes

n/a

IHP CO-INVEST V GP, LLC

n/a

yes

n/a

IHP CO-INVEST VI GP, LLC

n/a

yes

n/a

INNOVAHEALTH PARTNERS FUND GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$301M

n/a

2024

Mar 26, 2025

$269M

n/a

2023

Mar 27, 2024

$213M

$210M

2022

Mar 8, 2023

$196M

$163M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$301M

$269M

11.9%

$196M

15.3%