Form D · Private Equity Fund

InnovaHealth Partners Fund, LP

New York, NY · CIK 0001740366

Offering snapshot reported Jul 3, 2019 · SEC filing

Reported sold: $53.5M
Investors reported: 41
Minimum accepted: $0
First sale: May 17, 2018

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 41

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 3, 2019	Amendment	$53,475,000	No comparison	41	SEC filing
May 16, 2018	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: 021-312575

Source: Form D, filed Jul 3, 2019. 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, LP

Investment adviser: INNOVAHEALTH PARTNERS, LP

Gross asset value: $134M
Beneficial owners: 90
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

Marketer SHOREBRIDGE CAPITAL SECURITIES, LLC 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

SHOREBRIDGE CAPITAL SECURITIES, LLC
CRD 269991 · SEC 8-69644

Filing source

Form ADV 2116643 · Aug 5, 2026 · Schedule D 7.B.(1), fund 805-5799106694

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 (this fund)	Jul 3, 2019	$53,475,000	41
InnovaHealth Partners Fund II, LP	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