DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
I••••••••• P•••••••
Legal name I••••••••• P•••••••• L•
Latest filing Aug 5, 2026
First filing on the tape Jun 27, 2022 · 8 filings
SEC status approved since Jul 28, 2022
RAUM
$301M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
16
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$301M as of Aug 5, 2026
Mar 8, 2023$196M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 5, 2026
Mar 8, 20230 then
Employees (5.A)5 as of Aug 5, 2026
Mar 8, 20236 then
Private funds16 as of Aug 5, 2026
Mar 8, 20239 then
RAUM +12% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 5, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $18.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$301M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I••••••••• P••••••• F•••• L• | Private Equity Fund | $112M | 87 | Jul 17, 2018 |
| I•• C•••••••• I• L• | Private Equity Fund | $24.7M | 18 | Aug 7, 2020 |
| I•• C•••••••• I••• L• | Private Equity Fund | $18.0M | 17 | Mar 30, 2022 |
| I•• C•••••••• I•• L• | Private Equity Fund | $16.8M | 16 | Mar 30, 2022 |
| I•• C•••••••• I•• L• | Private Equity Fund | $9.7M | 24 | Aug 7, 2020 |
| I•• C•••••••• V• L• | Private Equity Fund | $7.4M | 14 | Mar 8, 2023 |
| I•• C•••••••• V•• L• | Private Equity Fund | $6.2M | 12 | Mar 8, 2023 |
| I•• C•••••••• I•••• L• | Private Equity Fund | $5.8M | 17 | Jun 27, 2022 |
| I•• C•••••••• I••• L• | Private Equity Fund | $4.0M | 12 | Jun 27, 2022 |
| I•• C•••••••• I•••• L• | Private Equity Fund | $3.0M | 18 | Mar 27, 2024 |
| I•• C•••••••• I•••• L• | Private Equity Fund | $2.3M | 17 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• I••• M••••••• · Limited Partner & Ceocontrolsince 12/2016 · owns 25% to 50%
- G•••••• A•••••• · Limited Partner & Managing Directorcontrolsince 12/2017 · owns 10% to 25%
- M••••••••• J•••• C• · Limited Partner, Cco, & Managing Directorcontrolsince 12/2017 · owns 10% to 25%
- B•••••••• I••• M••••••• · Member And Board Of Managers Membercontrolsince 12/2016 · owns 25% to 50% of I••••••••• P••••••• G•• L••
- G•••••• A•••••• · Member And Board Of Managers Membercontrolsince 12/2017 · owns 25% to 50% of I••••••••• P••••••• G•• L••
- M••••••••• J•••• C• · Member And Board Of Managers Membercontrolsince 12/2017 · owns 25% to 50% of I••••••••• P••••••• G•• L••
Entity owners
- I••••••••• P••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- I•• C•••••••• I• G•• L••pooled vehicle sponsorn
- I•• C•••••••• I•• G•• L••pooled vehicle sponsorn
- I•• C•••••••• I• G•• L••pooled vehicle sponsorn
- I•• C•••••••• I••• G•• L••pooled vehicle sponsorn
- I•• C•••••••• I••• G•• L••pooled vehicle sponsorn
- I•• C•••••••• I•• G•• L••pooled vehicle sponsorn
- I•• C•••••••• I• G•• L••pooled vehicle sponsorn
- I•• C•••••••• I••• G•• L••pooled vehicle sponsorn
- I•• C•••••••• V• G•• L••pooled vehicle sponsorn
- I•• C•••••••• V• G•• L••pooled vehicle sponsorn
- I••••••••• P••••••• F••• G•• L••pooled vehicle sponsorn
Advisers that list I••••••••• P••••••• as a related person
- 161486 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 5 to 4Mar 26, 2026 to Aug 5, 2026
- Employees · 6 to 5Mar 26, 2026 to Aug 5, 2026
- Accounts · 15 to 16Mar 26, 2025 to Mar 26, 2026
- Pooled vehicle clients · 15 to 16Mar 26, 2025 to Mar 26, 2026
- Private funds · 15 to 16Mar 26, 2025 to Mar 26, 2026
- Discretionary RAUM · $269M to $301MMar 26, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $269M to $301MMar 26, 2025 to Mar 26, 2026
- RAUM · $269M to $301MMar 26, 2025 to Mar 26, 2026
- Accounts · 11 to 15Mar 27, 2024 to Mar 26, 2025
- Pooled vehicle clients · 11 to 15Mar 27, 2024 to Mar 26, 2025
- Financial planning clients · 0 to 0Mar 27, 2024 to Mar 26, 2025
- Private funds · 11 to 15Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $213M to $269MMar 27, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $213M to $269MMar 27, 2024 to Mar 26, 2025
- RAUM · $213M to $269MMar 27, 2024 to Mar 26, 2025
- Accounts · 9 to 11May 16, 2023 to Mar 27, 2024
- Pooled vehicle clients · 9 to 11May 16, 2023 to Mar 27, 2024
- Private funds · 9 to 11May 16, 2023 to Mar 27, 2024
- Discretionary RAUM · $196M to $213MMay 16, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $196M to $213MMay 16, 2023 to Mar 27, 2024
- RAUM · $196M to $213MMay 16, 2023 to Mar 27, 2024
- Accounts · 7 to 9Sep 26, 2022 to Mar 8, 2023
- Pooled vehicle clients · 7 to 9Sep 26, 2022 to Mar 8, 2023
- Private funds · 7 to 9Sep 26, 2022 to Mar 8, 2023
- Discretionary RAUM · $186M to $196MSep 26, 2022 to Mar 8, 2023
- Pooled vehicle RAUM · $186M to $196MSep 26, 2022 to Mar 8, 2023
- RAUM · $186M to $196MSep 26, 2022 to Mar 8, 2023
- Private funds · 14 to 7Jun 27, 2022 to Sep 26, 2022
Signals
1 dated events
- I••••••••• P••••••• filed its initial SEC registration (Form ADV)Jun 27, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- I••••••••• P••••••• · Private Equityshared crd · organization
- I••••••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/innovahealthpartnerslpreportedpublic record, Form ADV, Sep 18, 2026
- Website
- I•••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-652-3550reportedpublic record, Form ADV, Aug 5, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026