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| Trian Fund Management LP
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| CRD # | 154172 |
| SEC # | 801-71968 |
| CIK # | 0001345471 |
| AUM | $6.3 B (2025-07-15) |
| Employees | 33 (45% Investors, 0% Brokers) |
| Phone | 212-451-3000 |
| Address | 280 Park Avenue New York, NY 10017-1217 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Janus Henderson Group PLC | 1.2 | ||
| General Electric Co | 1.0 | ||
| Solventum Corp | 0.6 | ||
| Wendy's/Arby's Group Inc | 0.3 | ||
| Ferguson Enterprises Inc /DE/ | 0.2 | ||
| Invesco Ltd | 0.2 | ||
| Amerco /NV/ | 0.0 | ||
| GE Healthcare Technologies Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Trian SPV XVI Ltd | [2022-03-31] | 114.6 | 705.3 |
| HF | Trian Partners AM Parallel Fund Ltd | 2021-03-31 | 350.1 | |
| HF | Trian Partners AM Fund Ltd | [2020-11-19] | 273.8 | 654.1 |
| 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 | 134.3 | |
| 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 | 234.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 19 | 5.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 6.3 |
| By Discretionary | ||
| Discretionary | 19 | 5.8 |
| Non-Discretionary | 4 | 0.5 |
| Total | 23 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 2.7 | |
| Total | 23 | 6.3 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001345471] | |
| 3 | [0001345471] | |
| 4 | [0001345471] | |
| SC 13D | [0001345471] | |
| SC 13G | [0001345471] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Readystate Asset Management LP
✚
|
IL | 6.5 |
|
City of London Investment Management Co Ltd
✚
|
6.3 | |
|
Antipodes Partners Limited
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|
6.3 | |
|
Anomaly Capital Management LP
✚
|
NY | 6.3 |
|
CFI Partners LLC
✚
|
IL | 6.2 |
|
Daemon Investment and Asset Management LLC
✚
|
FL | 6.2 |
|
Ellington Global Asset Management LLC
✚
|
CT | 6.2 |
|
Campbell Global LLC
✚
|
OR | 6.2 |
|
RiverNorth Capital Management LLC
✚
|
FL | 6.2 |
|
Gulf International Bank UK Limited
✚
|
6.1 |