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Limited Partner & CEO · Innovahealth Partners

Mortimer Berkowitz III

CRD 4667794 · Named on Form ADV at one SEC-registered adviser

At a glance

Innovahealth Partners, an SEC-registered private fund adviser based in New York, NY with $301 million in regulatory assets, lists Mortimer Berkowitz III on its Form ADV as Limited Partner & CEO, a control person.

Firms and roles

  • Innovahealth PartnersLimited Partner & CEOPrivate fund adviser · New York, NY · $301M in regulatory assets

AtlasMembers

Mortimer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mortimer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.