Trian Fund Management LP

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Trian Fund Management LP ✚
CRD #	154172
SEC #	801-71968
CIK #	0001345471
AUM	6,714.4 M (2026-04-01)
Employees	30 (43% Investors, 0% Brokers)
Fees
Minimum
Phone	212-451-3000
Address	280 Park Avenue New York, NY 10017-1217
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

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
HF	Trian Partners Strategic Fund-G III LP	2018-03-29		25.7 M
HF	Trian Partners Strategic Fund-G II LP	2018-03-29		249.2 M
HF	Trian Partners Strategic Fund-K LP	2018-03-29		300.3 M
HF	Trian Partners Strategic Investment Fund-A LP	[2018-03-29]	800.0 M	90.8 M
	Filed 2024-05-03 (D/A) · Exemption 506(b) · Minimum $1 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF	Trian Partners Strategic Investment Fund-D LP	2018-03-29		11.5 M
HF	Trian Partners Strategic Investment Fund-N LP	2018-03-29		254.2 M
HF	Trian SPV Sub X LP	2018-03-29		1,238.8 M
HF	Trian SPV Sub XII LP	[2017-03-31]	1,593.9 M	2,315.6 M
	Filed 2021-02-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian SPV Sub Xi LP	[2015-11-24]	56.2 M
	Filed 2016-08-19 (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 Core Opportunities Fund Ltd	[2015-03-31]	2,108.5 M	453.5 M
	Filed 2025-10-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian SPV VI LP	[2015-03-31]	9.5 M	87.7 M
	Filed 2015-05-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian SPV Sub IX LP	[2014-08-20]	54.3 M
	Filed 2016-05-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian SPV Sub VIII LP	[2013-08-23]	11.8 M
	Filed 2016-09-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian SPV Sub VII-L LP	[2013-05-29]	3.9 M
	Filed 2015-01-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian Partners Strategic Investment Fund II LP	[2013-02-20]	335.5 M
	Offered $2,000,000,000 · Filed 2014-12-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining $1,664,485,000 · Duration One year or less · Net Assets Decline to Disclose
HF	Trian SPV Sub VI-A LP	2013-02-20		227.2 M
HF	Trian SPV Sub VII LP	2013-02-20
HF	Trian SPV Sub VI LP	[2013-02-20]	9.5 M	93.4 M
	Filed 2015-05-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian Credit Partners LP	[2012-03-30]	28.2 M	4.0 M
	Filed 2011-02-17 (D/A) · Exemption 506, 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian Credit Partners Master Fund LP	[2012-03-30]	65.5 M	22.8 M
	Filed 2011-02-17 (D/A) · Exemption 506, 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian Partners II LP	[2012-03-30]	180.5 M	125.5 M
	Filed 2023-02-10 (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 II Ltd	[2012-03-30]	86.9 M	55.2 M
	Filed 2023-02-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian Partners LP	[2012-03-30]	1,830.1 M	604.7 M
	Filed 2025-10-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $6,787,880 · Net Assets Decline to Disclose
HF	Trian Partners Ltd	[2012-03-30]	1,428.4 M	578.3 M
	Filed 2026-01-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Commission $656,012 · Net Assets Decline to Disclose
HF	Trian Partners Master Fund ERISA LP	[2012-03-30]	64.4 M
	Filed 2017-01-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Trian Partners Master Fund LP	2012-03-30		805.2 M
HF	Trian Partners Parallel Fund I LP	2012-03-30		317.1 M
HF	Trian Partners Strategic Investment Fund LP	[2012-03-30]	250.5 M
	Offered $2,000,000,000 · Filed 2011-02-17 (D/A) · Exemption 506, 3(c)(7) · Minimum $1 · Remaining $1,749,500,000 · Duration One year or less · Net Assets Decline to Disclose
HF	Trian SPV Sub V LP	2012-03-30		100.7 M

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
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
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EDGAR Form	CIK	2011 - 2026
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	Janus Henderson Group PLC	[2020-10-02]
Trian Fund Management LP	Invesco Ltd	[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]

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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Trian Fund Management LP

Assets, Funds, Holdings