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
Client accounts: 29
Employees: 34
Advisory professionals: 14

Who they report serving

Form ADV · Item 5.D

Client 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 funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TRIAN PARTNERS STRATEGIC INVESTMENT FUND-N, L.P.Hedge Fund · Last reported Jul 31, 2026$222MGross asset value

Fund administrator HEDGESERV (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian THE BANK OF NEW YORK MELLON CORPORATION NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

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: 805-2959632401
Reported beneficial owners: 2
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 FUND (SUB)-G, L.P.Hedge Fund · Last reported Jul 31, 2026$109MGross asset value

Feeder funds

WESTSIDE PARTNERS FUND, L.P.

Fund administrator HEDGESERV (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Custodian THE BANK OF NEW YORK MELLON CORPORATION NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

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: 805-6311436807
Reported beneficial owners: 2
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 INVESTOR-S, L.P.Private Equity Fund · Last reported Jul 31, 2026$100MGross asset value

Fund administrator HEDGESERV (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No

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: 805-5186451269
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.

YINTAI CAPITAL INVESTOR, L.P.Private Equity Fund · Last reported Jul 31, 2026$100MGross asset value

Fund administrator HEDGESERV (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No

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: 805-5725186906
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 (SUB) XII, L.P.Hedge Fund · Last reported Nov 19, 2020$2.32BGross asset value

Feeder funds

TRIAN SPV XII, L.P.

Fund administrator HEDGESERV (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY CAPITAL SERVICES LLC NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. INTERNATIONAL PLC LONDON, United Kingdom Related to adviser: No

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Custodian UBS AG BASEL, Switzerland Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

GOLDMAN SACHS & CO. LLC
SEC 8-129

MORGAN STANLEY CAPITAL SERVICES LLC
LEI I7331LVCZKQKX5T7XV54

MORGAN STANLEY & CO. INTERNATIONAL PLC
LEI 4PQUHN3JPFGFNF3BB653

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

UBS AG
LEI BFM8T61CT2L1QCEMIK50

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-5366481718
Reported beneficial owners: 19
Minimum commitment: $50M
Form D file number: 021-280720

Form ADV 1467031 · Nov 19, 2020 · 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 INVESTORS 1, L.P. (INCORPORATED)Hedge Fund · Last reported Jun 2, 2023$617MGross asset value

Fund administrator OCORIAN ADMINISTRATION (GUERNSEY) LIMITED ST. PETER PORT, Guernsey Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE LLP ST. PETER PORT, Guernsey

Custodian BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian THE BANK OF NEW YORK MELLON CORPORATION LONDON, United Kingdom Related to adviser: No

Marketer NUMIS SECURITIES LIMITED LONDON, United Kingdom Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE LLP
PCAOB 1147

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188

Fund details & source

Fund ID: 805-6319205942
Reported beneficial owners: 3
Minimum commitment: $0

Form ADV 1766377 · Jun 2, 2023 · 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 (SUB) VI-A, L.P.Hedge Fund · Last reported Mar 28, 2013$227MGross asset value

Feeder funds

TRIAN SPV VI-A, L.P.
TRIAN SPV VI-A, LTD.

Fund administrator INTERNATIONAL FUND SERVICES DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States

Custodian GOLDMAN, SACHS & CO. NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN, SACHS & CO. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GOLDMAN, SACHS & CO.
SEC 8-129

GOLDMAN, SACHS & CO.
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-5637774113
Reported beneficial owners: 2
Minimum commitment: $25M

Form ADV 719689 · Mar 28, 2013 · 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 AVENUE
NEW 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.