9AT: INNOVAHEALTH PARTNERS

other names

INNOVAHEALTH PARTNERS
INNOVAHEALTH PARTNERS, LP

Adviser Profile

As of Date	03/26/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	6
of those in investment advisory functions	5
Registration	SEC, Approved, 07/28/2022
Other registrations (1)	SEC, ERA - Withdrawn, 06/27/2022
Former registrations	INNOVAHEALTH PARTNERS, LP

AUM^*	269,024,356 26%
of that, discretionary	269,024,356 37%
Private Fund GAV^*	236,550,125 1%
Avg Account Size	17,934,957 -18%
SMA’s	No
Private Funds	17 4
Contact Info	212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count17	GAV$236,550,125

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser OUTFITTER ENERGY MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund239.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV239.6m	AUM239.6m	#Funds2
Adviser PIPER HEARTLAND HEALTHCARE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund221.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV221.4m	AUM221.4m	#Funds1
Adviser MSP SPORTS CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund513.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV513.5m	AUM565.6m	#Funds2
Adviser BROADLIGHT CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund168.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund49.3m	Total Private Fund GAV217.8m	AUM217.8m	#Funds6
Adviser ANCOR CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund328.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV328.0m	AUM328.0m	#Funds11
Adviser ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund189.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV189.6m	AUM189.6m	#Funds10
Adviser NINTH ETERNITY ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund210.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV210.4m	AUM219.3m	#Funds2
Adviser LIONTREE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund134.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV134.1m	AUM134.1m	#Funds11
Adviser GREAT RANGE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund126.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV126.2m	AUM476.2m	#Funds2
Adviser LUMOS CAPITAL GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund286.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV286.3m	AUM286.3m	#Funds7

Brochure Summary

Overview

InnovaHealth Partners, LP (“IHP” or “Adviser”) is a Delaware limited partnership formed in December 2016. The Firm is led by three investment principals, Mortimer “Tim” Berkowitz III, Ariella Golomb, MD, and John C. McCormick (each a “Principal” and collectively, the “Principals”). The Principals also control InnovaHealth Partners GP, LLC, the Adviser’s general partner. The Adviser serves as the investment adviser to a single private pooled investment vehicle for sophisticated investors, InnovaHealth Partners Fund, LP (the “Fund”), and related co- investment vehicles (the “Co-investments,” collectively with the Fund, are each a “Client” and collectively the “Clients”). Item 4.B. IHP pursues its investment strategy through managing its Clients’ portfolios. IHP has discretion with respect to investment decisions made for the Clients. The Adviser provides investment advisory services to its Clients based on the investment objectives and strategies described in each Client’s respective confidential offering memorandum and governing documents (referred to collectively as “Offering Documents”). IHP’s investment objective is to achieve long-term capital appreciation of investments in the medical device industry.

IHP expects to target investments on a global basis, principally in early to mid-stage, post-commercialization, privately held businesses, and expects investments to be made in the form of equity. IHP does not limit its advisory services to certain types of securities as outlined in each Client’s investment management agreement. Item 4.C. IHP provides investment advisory services in accordance with the relevant Client investment management agreement and Offering Documents. IHP will not tailor its advisory services to the individual needs of its Clients’ underlying investors. Underlying investors also cannot impose restrictions on the investment activities of the Clients. While there is a Fund Advisory Committee (“Limited Partner Advisory Committee”) comprised of Fund investors that consults with IHP concerning the Fund’s activities and operations as to business matters, including conflicts of interest, this committee does not take part in the management or control of the Fund. Item 4.D. IHP does not participate in wrap fee programs. Item 4.E. As of December 31, 2023, IHP has approximately $213M of discretionary assets under management. IHP does not manage any assets on a non-discretionary basis.

INNOVAHEALTH PARTNERS

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