Investment adviser · CRD 154172
TRIAN FUND MANAGEMENT, L.P.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $10.4B Form ADV · Item 5.F
- Client accounts
- 29 Accounts, not individual clients
- Employees
- 34 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 27 | $10,004,891,721 | 96.3% |
| High-net-worth individuals | Fewer than 5 | $387,958,416 | 3.7% |
Filing source
Form ADV 2118182 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
40 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TRIAN SPV (SUB) X, L.P.Hedge Fund · Last reported Jul 31, 2026$1.5BGross asset value
Feeder funds
- TRIAN SPV X, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-2843848627
- Reported beneficial owners
- 2
- Minimum commitment
- $50M
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JUPITER PREFERRED HOLDINGS, L.P.Private Equity Fund · Last reported Jul 31, 2026$1BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-7583389398
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TRIAN PARTNERS AM FUND, LTD.Hedge Fund · Last reported Jul 31, 2026$827MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-8946014030
- Reported beneficial owners
- 29
- Minimum commitment
- $100M
- Form D file number
- 021-377530
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TRIAN PARTNERS MASTER FUND, L.P.Hedge Fund · Last reported Jul 31, 2026$821MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188
BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-1511041585
- Reported beneficial owners
- 17
- Minimum commitment
- $0
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JUPITER AM-Q INVESTORS, L.P.Private Equity Fund · Last reported Jul 31, 2026$800MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-5334132403
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TRIAN SPV XVI, LTD.Hedge Fund · Last reported Jul 31, 2026$705MGross asset value
Feeder funds
- TRIAN SPV XVI, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-4789948710
- Reported beneficial owners
- 5
- Minimum commitment
- $25M
- Form D file number
- 021-375952
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TRIAN PARTNERS, L.P.Hedge Fund · Last reported Jul 31, 2026$606MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
DELOITTE & TOUCHE LLP
PCAOB 34
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188
JEFFERIES LLC
CRD 2347 · SEC 8-15074
MORGAN STANLEY
CRD 149777 · SEC 801-70103
RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 801-13059
BOFA SECURITIES, INC.
CRD 283942 · SEC 8-69787
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-5365773517
- Reported beneficial owners
- 56
- Minimum commitment
- $10M
- Form D file number
- 021-135668
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
280 PARK AVENUENEW YORK, NY, 10017-1217, United States
CRD 154172
Filing source
Form ADV 2118182 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.