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| Trian Fund Management LP
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|---|---|
| CRD # | 154172 |
| SEC # | 801-71968 |
| CIK # | 0001345471 |
| AUM | 6,714.4 M (2026-04-01) |
| Employees | 30 (43% Investors, 0% Brokers) |
| Phone | 212-451-3000 |
| Address | 280 Park Avenue New York, NY 10017-1217 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| General Electric Co | 1.1 | ||
| Solventum Corp | 0.5 | ||
| Ferguson Enterprises Inc /DE/ | 0.3 | ||
| Wendy's/Arby's Group Inc | 0.2 | ||
| Invesco Ltd | 0.1 | ||
| Magnum ICE Cream Co NV | 0.0 | ||
| GE Healthcare Technologies Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Trian Partners Core Opportunities Offshore Fund LP | 2026-03-31 | 30.3 M | |
| HF | Lost Coast Consortium LP | 2025-08-19 | 127.8 M | |
| HF | Trian SPV XVI Ltd | [2022-03-31] | 114.6 M | 759.3 M |
| Filed 2021-09-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Trian Partners AM Parallel Fund Ltd | 2021-03-31 | 422.6 M | |
| HF | Trian Partners AM Fund Ltd | [2020-11-19] | 273.8 M | 789.8 M |
| Filed 2020-10-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Trian SPV XV Ltd | [2020-11-19] | 114.6 M | 123.6 M |
| Filed 2021-09-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Trian Investors 1 LP Incorporated | 2018-09-18 | 617.2 M | |
| HF | Trian Partners Fund Sub -G LP | 2018-03-29 | 148.8 M | |
| HF | Trian Partners Strategic Co-Investment Fund-A LP | [2018-03-29] | 150.0 M | 155.9 M |
| Filed 2023-05-05 (D/A) · Exemption 506(b) · Minimum $1 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Trian Partners Strategic Fund-C Ltd | 2018-03-29 | 10.7 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.4 |
| (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 | 20 | 6.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 6.7 |
| By Discretionary | ||
| Discretionary | 20 | 6.3 |
| Non-Discretionary | 2 | 0.4 |
| Total | 22 | 6.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 2.9 | |
| Total | 22 | 6.7 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Geoff Ruddick | Director | 256 | 66 | |
| Karl O'Reilly | Director | 92 | 23 | |
| Sarah Kelly | Director | 39 | 12 | |
| Laura McGeever | Director | 33 | 12 | |
| Andrew Peltz | Executive Officer | 12 | 4 | |
| Edward Garden | Director, Executive Officer | 27 | 3 | |
| Harlan Peltz | Executive Officer | 8 | 3 | |
| Nelson Peltz | Director, Executive Officer | 26 | 2 | |
| Peter May | Director, Executive Officer | 26 | 2 | |
| Trian Fund Management LP | Promoter | 19 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001345471] | |
| 3 | [0001345471] | |
| 4 | [0001345471] | |
| SC 13D | [0001345471] | |
| SC 13G | [0001345471] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.6B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 7IOPMSFRGG5SGUS6F522 |
| Related People Network |
|---|
| 35 people file Form D offerings alongside this firm's people. |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Trian Fund Management LP | |
| Frank Josh | |
| Janus Henderson Group PLC | |
| Baldwin Brian M | |
| Peltz Nelson | |
| Wendy's Co | |
| May Peter W | |
| Peltz Matthew H | |
| Garden Edward P | |
| General Electric Co | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Wendy's Co WEN
Common Stock
|
2024-08-08 | Sell | 1,000,000 | $17.18 | 17,180,000 |
|
Wendy's Co WEN
Common Stock
|
2024-08-08 | Sell | 1,000,000 | $17.18 | 17,180,000 |
|
Wendy's Co WEN
Common Stock
|
2024-08-08 | Sell | 1,000,000 | $17.18 | 17,180,000 |
|
General Electric Co GE
Deferred Fee Phantom Stock Units · derivative
|
2023-12-29 | Grant | 364 | $123.54 | 44,969 |
|
Wendy's Co WEN
Common Stock
|
2023-11-14 | Sell | 1,883,593 | $18.76 | 35,336,205 |
|
Wendy's Co WEN
Common Stock
|
2023-11-14 | Sell | 1,883,593 | $18.76 | 35,336,205 |
|
Wendy's Co WEN
Common Stock
|
2023-11-14 | Sell | 1,883,593 | $18.76 | 35,336,205 |
|
General Electric Co GE
Deferred Fee Phantom Stock Units · derivative
|
2023-09-29 | Grant | 397 | $113.23 | 44,952 |
|
Wendy's Co WEN
Common Stock
|
2023-08-22 | Sell | 2,905,569 | $20.30 | 58,983,051 |
|
Wendy's Co WEN
Common Stock
|
2023-08-22 | Sell | 2,905,569 | $20.30 | 58,983,051 |
|
Wendy's Co WEN
Common Stock
|
2023-08-22 | Sell | 2,905,569 | $20.30 | 58,983,051 |
|
General Electric Co GE
Deferred Fee Phantom Stock Units · derivative
|
2023-06-30 | Grant | 426 | $105.74 | 45,045 |
|
Wendy's Co WEN
Common Stock
|
2023-06-02 | Sell | 443,725 | $22.76 | 10,099,181 |
|
Wendy's Co WEN
Common Stock
|
2023-06-02 | Sell | 443,725 | $22.76 | 10,099,181 |
|
Wendy's Co WEN
Common Stock
|
2023-06-02 | Sell | 443,725 | $22.76 | 10,099,181 |
|
Wendy's Co WEN
Common Stock
|
2023-05-22 | Sell | 529,417 | $22.73 | 12,033,648 |
|
Wendy's Co WEN
Common Stock
|
2023-05-22 | Sell | 529,417 | $22.73 | 12,033,648 |
|
Wendy's Co WEN
Common Stock
|
2023-05-22 | Sell | 529,417 | $22.73 | 12,033,648 |
|
General Electric Co GE
Deferred Fee Phantom Stock Units · derivative
|
2023-03-31 | Grant | 495 | $91.00 | 45,045 |
|
Wendy's Co WEN
Common Stock
|
2023-03-03 | Sell | 3,627,569 | $22.05 | 79,987,896 |
| showing 20 of 200 most recent transactions | |||||
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|
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|
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✚
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