MORTIMER BERKOWITZ III of NEW YORK, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MORTIMER BERKOWITZ III appears on 15 filing roles across Form D (14), Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-26 | Form ADV | INNOVAHEALTH PARTNERS | MEMBER AND BOARD OF MANAGERS MEMBER | NEW YORK, NY |
| 2017-10-18 | Form D | Alphatec Holdings, Inc. | Director | CARLSBAD, CA |
| 2014-11-12 | Form D | Blue Belt Holdings, Inc. | Director | NEW YORK, NY |
| 2019-07-03 | Form D | InnovaHealth Partners Fund, LP | Executive Officer | NEW YORK, NY |
| 2019-09-04 | Form D | IHP Co-Invest I, LP | Executive Officer | NEW YORK, NY |
| 2020-01-07 | Form D | IHP Co-Invest II, LP | Executive Officer | NEW YORK, NY |
| 2021-06-28 | Form D | IHP Co-Invest IV, LP | Executive Officer | NEW YORK, NY |
| 2021-05-27 | Form D | IHP Co-Invest III, LP | Executive Officer | NEW YORK, NY |
| 2024-05-13 | Form D | IHP Co-Invest III-A, LP | Executive Officer | NEW YORK, NY |
| 2024-05-02 | Form D | IHP Co-Invest IV-A, LP | Executive Officer | NEW YORK, NY |
| 2024-05-02 | Form D | IHP Co-Invest II-B, LP | Executive Officer | NEW YORK, NY |
| 2024-05-02 | Form D | IHP Co-Invest II-A, LP | Executive Officer | NEW YORK, NY |
| 2025-07-02 | Form D | InnovaHealth Partners Fund II, LP | Executive Officer | NEW YORK, NY |
| 2025-03-31 | Form D | IHP Co-Invest VI-A, LP | Executive Officer | NEW YORK, NY |
| 2025-02-13 | Form D | IHP Co-Invest V-A, LP | Executive Officer | NEW YORK, NY |