DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Funds / Innovahealth Partners Fund, LP
Innovahealth Partners Fund, LP
Amounts, each with its basis
- Vintage
- 2018basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- indefinitewhat may be sold, not what was raised; file 021-312575, sworn by the adviser or filed under this vehicle
- Form D sold
- $53.5Mas of the filing of Jul 3, 2019, 41 investors
- First sale
- May 17, 2018
- Reported GAV
- $112Mon the Form ADV filed Mar 27, 2024; the fund's assets, never its size or dry powder
- Owners (ADV)
- 87
- Reported on ADV
- Jul 17, 2018 to Mar 27, 2024
Fundraising evidence
Unknown
latest Form D 2019-07-03, older than 15 months (fr-1)
evidence dated Jul 3, 2019. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Lifecycle
Harvest
vintage over 7 years, still reported
age years: 8first sale: 2018-05-17vintage year: $2,018adv gav as of: 2024-03-27vintage basis: form_d_first_saleform d sold usd: $53.5Mform d offering usd: n/aform d latest filed at: 2019-07-03
The fund's own reporting through time
10 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Jul 17, 2018 | Private Equity Fund | $38.8M | 28 | 15% | yes | ||
| Mar 27, 2019 | Private Equity Fund | $47.4M | 30 | 12% | yes | ||
| Aug 7, 2020 | Private Equity Fund | $67.9M | 55 | 9% | yes | ||
| Mar 30, 2021 | Private Equity Fund | $75.2M | 64 | 6% | yes | ||
| Mar 30, 2022 | Private Equity Fund | $117M | 89 | 6% | yes | ||
| Jun 27, 2022 | Private Equity Fund | $116M | 87 | 6% | yes | ||
| Sep 26, 2022 | Private Equity Fund | $116M | 87 | 6% | yes | ||
| Mar 8, 2023 | Private Equity Fund | $82.6M | 87 | 6% | yes | ||
| May 16, 2023 | Private Equity Fund | $82.6M | 87 | 6% | yes | ||
| Mar 27, 2024 | Private Equity Fund | $112M | 87 | 6% | yes |
Principals and agents
3 principals on Form D, 0 placement agents
- Mortimer Berkowitz III Executive Officer
- Ariella Golomb Executive Officer
- John McCormick Executive Officer
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
3 events
- Jul 3, 2019InnovaHealth Partners Fund, LP filed Form D/A: $53,475,000 sold (indefinite offering), Private Equity FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
- Jul 17, 2018Innovahealth Partners Fund, LP first reported on Form ADV by Innovahealth Partners (Private Equity Fund), GAV $38,750,000Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- May 16, 2018InnovaHealth Partners Fund, LP filed Form D: no sales yet (indefinite offering), Private Equity FundForm D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
47 observations
Every observation on this vehicle
- Entity type: Limited Partnership Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Limited Partnership Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Entity type: Limited Partnership May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Private Equity Fund Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Private Equity Fund Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Form D fund type: Private Equity Fund May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Form D industry group: Pooled Investment Fund May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: true Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Amendment: false May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Revenue range (Form D): Decline to Disclose May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Incorporated: withinFiveYears May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Jurisdiction: DELAWARE May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $53.5M Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $53.5M Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Amount sold (Form D): $0 May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b, 3C, 3C.7 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b, 3C, 3C.7 Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Exemptions: 06b, 3C, 3C.7 May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2018-05-17 Fact SEC EDGAR Form D data sets (quarterly)
- First sale: 2018-05-17 Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Indefinite offering: true May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 41 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 41 Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Investors (Form D): 0 May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Minimum investment (Form D): 0 May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: pooled Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: pooled Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Securities offered: pooled May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 570 LEXINGTON AVENUE, 22ND FLOOR, NEW YORK, NY, 10022 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 570 LEXINGTON AVENUE, 22ND FLOOR, NEW YORK, NY, 10022 Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Office address: 570 LEXINGTON AVENUE, 22ND FLOOR, NEW YORK, NY, 10022 May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2018 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2018 Jul 3, 2019 Fact SEC EDGAR Form D data sets (quarterly)
- Year of incorporation: 2018 May 16, 2018 Fact SEC EDGAR Form D data sets (quarterly)