{ "crd_number": 297788, "slug": "innovahealth-partners-new-york-ny-297788", "primary_business_name": "INNOVAHEALTH PARTNERS", "legal_name": "INNOVAHEALTH PARTNERS, LP", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-07-28", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-08-05", "carried_forward": false, "raum_total": 301019528.0, "raum_discretionary": 301019528.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 5, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 301019528.0, "count": 16 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://innovahealthpartners.com", "https://linkedin.com/company/innovahealthpartnerslp", "https://twitter.com/INNOVAHP", "https://youtube.com/channel/UCONnr0g7-GW2ls2RQztxfvg" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297788", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/innovahealth-partners-new-york-ny-297788", "display_name": "Innovahealth Partners", "summary": "Innovahealth Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.", "citation": "AdvisorCensus. Innovahealth Partners (CRD 297788): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Innovahealth Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Innovahealth Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Innovahealth Partners located?", "a": "Innovahealth Partners' principal office is in New York, NY, according to its Form ADV." }, { "q": "Is Innovahealth Partners registered with the SEC or a state?", "a": "Innovahealth Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 297788." }, { "q": "How much does Innovahealth Partners manage?", "a": "Innovahealth Partners reports $301,019,528 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary)." }, { "q": "How have Innovahealth Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Innovahealth Partners: Regulatory assets under management: $186,149,563 in the October 2022 data and $301,019,528 in the October 2026 data, up 62%. Total employees: 6 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Innovahealth Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16)." }, { "q": "Does Innovahealth Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297788" }, { "q": "What changed in Innovahealth Partners' recent Form ADV filings?", "a": "In the September 2026 filing data: Employees performing advisory functions went from 5 to 4." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 186149563.0, "total_employees": 6, "filing_date": "2022-09-26" }, { "period": "2023-10-01", "regulatory_assets_under_management": 196340156.0, "total_employees": 6, "filing_date": "2023-05-16" }, { "period": "2024-10-01", "regulatory_assets_under_management": 213161097.0, "total_employees": 6, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 269024356.0, "total_employees": 6, "filing_date": "2025-03-26" }, { "period": "2026-10-01", "regulatory_assets_under_management": 301019528.0, "total_employees": 5, "filing_date": "2026-08-05" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Employees performing advisory functions went from 5 to 4." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $269,024,356 to $301,019,528 (+12%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/innovahealth-partners-new-york-ny-297788.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 16, "fewer_than_5": false, "raum": 301019528.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297788", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }