Trian Fund Management LP

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Assets, Funds, Holdings

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Trian Fund Management LP
CRD #154172
SEC #801-71968
CIK #0001345471
AUM $9.0 BB (2024-07-11)
Employees 31 (45% Investors, 0% Brokers)
Phone212-451-3000
Address280 Park Avenue, 41st Floor
New York, NY 10017-1217
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
151296302010201520202025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
JHG 4.1 1.1
GE 72.5 0.6
WEN 4.0 0.5
IVZ 7.8 0.4
FERG 24.0 0.4
DIS 174.7 0.3
GEHC 0.1
UHAL 9.3 0.0
RTO 0.0
 
 
Holdings by Sector ($BB)
151296302013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Trian SPV XVI Ltd [2022-03-31] 114.6 601.1
HF Trian Partners AM Parallel Fund Ltd 2021-03-31 271.9
HF Trian Partners AM Fund Ltd [2020-11-19] 273.8 508.4
HF Trian SPV XV Ltd [2020-11-19] 114.6 123.6
HF Trian Investors 1 LP Incorporated 2018-09-18 617.2
HF Trian Partners Fund Sub -G LP 2018-03-29 109.7
HF Trian Partners Strategic Co-Investment Fund-A LP [2018-03-29] 150.0 155.9
HF Trian Partners Strategic Fund-C Ltd 2018-03-29 10.7
HF Trian Partners Strategic Fund-G III LP 2018-03-29 25.7
HF Trian Partners Strategic Fund-G II LP 2018-03-29 249.6
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 5 1.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 21 6.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 1.2
(n) Other 0 0.0
Total 29 9.0
By Discretionary
Discretionary 21 6.2
Non-Discretionary 8 2.8
Total 29 9.0
By Non-United States Persons
Non-United States Persons 3.8
United States Persons 5.3
Total 29 9.0
Limited Partners2011 - 2024
New York State and Local Retirement System
New York State Common Retirement Fund
Form D Directors # Filings # Firms 2011 - 2024
Geoff Ruddick 247
Karl OReilly 92
Sarah Kelly 39
Laura McGeever 27
Andrew Peltz 12
Harlan Peltz 7
Peter May 25
Edward Garden 25
Nelson Peltz 25
Trian Fund Management LP 19
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001345471]
3 [0001345471]
4 [0001345471]
SC 13D [0001345471]
SC 13G [0001345471]
Form 13D/13G Filer Form 13D/13G Subject Filed
Trian Fund Management LP Invesco Ltd [2024-06-14]
Trian Fund Management LP Ferguson PLC [2022-04-13]
Trian Fund Management LP Invesco Ltd [2020-11-05]
Trian Fund Management LP Invesco Ltd [2020-10-02]
Trian Fund Management LP Janus Henderson Group PLC [2020-10-02]
Trian Fund Management LP Sysco Corp [2015-08-14]
Trian Fund Management LP Pentair PLC [2015-06-30]
Trian Fund Management LP Allegion PLC [2013-12-11]
Trian Fund Management LP Lazard Ltd [2013-02-14]
Trian Fund Management LP Ingersoll-Rand PLC [2012-05-09]
Form 3/4/5 Subject 2011 - 2024
Trian Fund Management LP
Wendy's Co
May Peter W
Peltz Nelson
Peltz Matthew H.
Garden Edward P
General Electric Co
Trian Partners Strategic Fund-G II, L.P.
Trian Partners Strategic Fund-G III, L.P.
Trian Partners, L.P.
View All
Comparable Firms State AUM ($BB)
Martin Currie Investment Management Limited
9.4
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MA 9.3
Voleon Capital Management LP
CA 9.3
PAAMCO Prisma LLC
CA 9.3
Chatham Asset Management LLC
NJ 8.9
Junto Capital Management LP
NY 8.8
SCGE Management LP
CA 8.8
Whale Rock Capital Management LLC
MA 8.7
Twin Tree Management LP
TX 8.6
Trinity Street Asset Management LLP
8.6
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