Investor · New York, NY

Mortimer Berkowitz Iii

Open Mortimer in the network graph →

Filings

47

SEC Form D

Connections

156

co-filers

Capital

$43.1M

across filings

Active

Jun 2009

to Mar 2025

Most-connected co-filers (156)

Ariella Golomb · NEW YORK, NY19 shared John Mccormick · NEW YORK, NY14 shared John D. Mccormick · New York, NY11 shared Isatou B. Smith · Grand Cayman, Cayman Islands8 shared David P. Dutil · Birmingham, AL5 shared Joel E. Dobberpuhl · Brentwood, TN5 shared J. Todd Strong · Birmingham, AL5 shared Brian Snider · Carlsbad, CA5 shared Yu-Hsi Sun · Ashburn, VA4 shared Clark M. Barousse · Birmingham, AL4 shared John Chopack, Jr · Redmond, OR4 shared River Partners Capital Management, Lp · New York, NY4 shared John A. Levin · New York, NY4 shared Donald Williams · Carlsbad, CA4 shared Jared D. Yellin · Boca Raton, FL4 shared Siri S. Marshall · Carlsbad, CA4 shared Jon Allen · Carlsbad, CA4 shared Michael Plunkett · Carlsbad, CA4 shared David A. Sochol · New York, NY4 shared River Partners Capital Management, Lp · New York, NY4 shared Jacques Nasser · Philadelphia, PA3 shared Jacquelyn Thomas · Houston, TX3 shared Karla J. Bodden · Grand Cayman, Cayman Islands3 shared William Mcgrath · Houston, TX3 shared

Recent filings (47)

InnovaHealth Partners Fund II, LPJul 2025 · 8 co-filers InnovaHealth Partners Fund II, LPJul 2025 · 8 co-filers River Partners Hedge Fund, L.L.C.May 2025 · 7 co-filers River Partners Global Equity, L.L.C.May 2025 · 7 co-filers IHP Co-Invest VI-A, LPMar 2025 · 5 co-filers IHP Co-Invest VI-A, LPMar 2025 · 5 co-filers IHP Co-Invest V-A, LPFeb 2025 · 5 co-filers$1.9M IHP Co-Invest V-A, LPFeb 2025 · 5 co-filers$1.9M IHP Co-Invest III-A, LPMay 2024 · 5 co-filers IHP Co-Invest III-A, LPMay 2024 · 5 co-filers River Partners Hedge Fund, L.L.C.May 2024 · 7 co-filers River Partners Global Equity, L.L.C.May 2024 · 7 co-filers IHP Co-Invest II-B, LPMay 2024 · 5 co-filers$3.0M IHP Co-Invest II-A, LPMay 2024 · 5 co-filers$4.1M IHP Co-Invest II-A, LPMay 2024 · 5 co-filers$4.1M IHP Co-Invest IV-A, LPMay 2024 · 5 co-filers$2.3M IHP Co-Invest II-B, LPMay 2024 · 5 co-filers$3.0M IHP Co-Invest IV-A, LPMay 2024 · 5 co-filers$2.3M InnovaHealth Partners Fund II, LPApr 2024 · 8 co-filers InnovaHealth Partners Fund II, LPApr 2024 · 8 co-filers Jetstream Global II LPFeb 2024 · 2 co-filers LANDPARK SUNSET STORAGE II , LPJul 2023 · 12 co-filers$2.0M Utility Ranger, LLCMay 2023 · 2 co-filers$500K Jetstream Global II LPFeb 2023 · 2 co-filers Your Eternal Soul LLCJan 2023 · 2 co-filers$400K

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Mortimer in the interactive graph →