Form D · Private Equity Fund

InnovaHealth Partners Fund II, LP

New York, NY · CIK 0001995747

Offering snapshot reported Oct 2, 2026 · SEC filing

Reported sold: $65.3M
Investors reported: 42
Minimum accepted: $0
First sale: May 3, 2024

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$37,450,000 → $65,250,000
Reported investors16 → 42

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 2, 2026	Amendment	$65,250,000	$27,800,000vs Jul 2, 2025	42	SEC filing
Jul 2, 2025	Amendment	$37,450,000	No comparison	16	SEC filing
Apr 26, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-511722

Source: Form D, filed Oct 2, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

INNOVAHEALTH PARTNERS FUND II, LP

Investment adviser: INNOVAHEALTH PARTNERS, LP

Gross asset value: $14.7M
Beneficial owners: 19
ADV minimum commitment: $0

Reported in Form ADV on Aug 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQ-EQ DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLC NEW YORK, New York, United States

Marketer ALDEBARAN ADVISORY SL MADRID, Spain Related to adviser: No

Marketer BOILEAU CONSEIL PARIS, France Related to adviser: No

Marketer MAPLE CREEK ASSETS LTD. TORTOLA, British Virgin Islands Related to adviser: No

Marketer NORTH SEA SECURITIES L.P. NEW YORK, New York, United States Related to adviser: No

Marketer ROSENBLATT SECURITIES INC. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: Yes

KPMG LLC
PCAOB 185

NORTH SEA SECURITIES L.P.
CRD 35530 · SEC 8-47071

ROSENBLATT SECURITIES INC.
CRD 18377 · SEC 8-24255

Filing source

Form ADV 2116643 · Aug 5, 2026 · Schedule D 7.B.(1), fund 805-8678308451

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
InnovaHealth Partners Fund, LP	Jul 3, 2019	$53,475,000	41
InnovaHealth Partners Fund II, LP (this fund)	Oct 2, 2026	$65,250,000	42

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Mortimer Berkowitz Iii	Executive
Ariella Golomb	Executive
John Mccormick	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

570 Lexington Avenue, 22 Nd Floor
New York, NY, 10022