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 CREDIT PARTNERS MASTER FUND, L.P.Hedge Fund · Last reported Sep 4, 2012$22.8MGross asset value

Feeder funds

TRIAN CREDIT PARTNERS, LTD.

Fund administrator GLOBEOP FINANCIAL SERVICES (CAYMAN) LIMITED 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 CREDIT SUISSE AG NEW YORK, New York, United States Related to adviser: No

Custodian CREDIT SUISSE INTERNATIONAL LONDON, United Kingdom Related to adviser: No

Custodian CREDIT SUISSE SECURITIES (EUROPE) LIMITED LONDON, United Kingdom Related to adviser: No

Custodian DEUTSCHE BANK AG LONDON, United Kingdom Related to adviser: No

Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN CLEARING CORP. 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

J.P. MORGAN CLEARING CORP.
SEC 8-43724

J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724

Fund details & source

Fund ID: 805-5666058861
Reported beneficial owners: 8
Minimum commitment: $5M
Form D file number: 021-138822

Form ADV 665810 · Sep 4, 2012 · 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 STRATEGIC INVESTMENT FUND-D, L.P.Hedge Fund · Last reported Mar 31, 2022$11.5MGross asset value

Feeder funds

TRIAN PARTNERS STRATEGIC INVESTMENT FUND-D, LTD.

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

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

Custodian JEFFERIES INTERNATIONAL LIMITED LONDON, United Kingdom Related to adviser: No

Custodian MERRILL LYNCH INTERNATIONAL LONDON, United Kingdom 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 MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian NOMURA GLOBAL FINANCIAL PRODUCTS INC. NEW YORK, New York, United States Related to adviser: No

Custodian NOMURA SECURITIES (BERMUDA) LTD. PEMBROKE, Bermuda Related to adviser: No

Custodian UBS AG BASEL, Switzerland Related to adviser: No

Prime broker MORGAN STANLEY & 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

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

JEFFERIES INTERNATIONAL LIMITED
LEI S5THZMDUJCTQZBTRVI98

MERRILL LYNCH INTERNATIONAL
LEI GGDZP1UYGU9STUHRDP48

MORGAN STANLEY CAPITAL SERVICES LLC
LEI I7331LVCZKQKX5T7XV54

MORGAN STANLEY & CO. INTERNATIONAL PLC
LEI 4PQUHN3JPFGFNF3BB653

MORGAN STANLEY & CO. LLC
SEC 8-15869

NOMURA GLOBAL FINANCIAL PRODUCTS INC.
LEI 0Z3VO5H2G7GRS05BHJ91

NOMURA SECURITIES (BERMUDA) LTD.
LEI 549300VTR6EGLGTZLN45

UBS AG
LEI BFM8T61CT2L1QCEMIK50

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-5089735367
Reported beneficial owners: 1
Minimum commitment: $0

Form ADV 1631219 · Mar 31, 2022 · 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 STRATEGIC FUND-C, LTD.Hedge Fund · Last reported Mar 31, 2022$10.7MGross asset value

Feeder funds

TRIAN PARTNERS STRATEGIC FUND-C, 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 BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No

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

Custodian JEFFERIES INTERNATIONAL LIMITED LONDON, United Kingdom Related to adviser: No

Custodian MERRILL LYNCH INTERNATIONAL LONDON, United Kingdom 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 NOMURA GLOBAL FINANCIAL PRODUCTS INC. NEW YORK, New York, United States Related to adviser: No

Custodian NOMURA SECURITIES (BERMUDA) LTD. PEMBROKE, Bermuda 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

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

GOLDMAN SACHS & CO. LLC
SEC 8-129

JEFFERIES INTERNATIONAL LIMITED
LEI S5THZMDUJCTQZBTRVI98

MERRILL LYNCH INTERNATIONAL
LEI GGDZP1UYGU9STUHRDP48

MORGAN STANLEY CAPITAL SERVICES LLC
LEI I7331LVCZKQKX5T7XV54

MORGAN STANLEY & CO. INTERNATIONAL PLC
LEI 4PQUHN3JPFGFNF3BB653

NOMURA GLOBAL FINANCIAL PRODUCTS INC.
LEI 0Z3VO5H2G7GRS05BHJ91

NOMURA SECURITIES (BERMUDA) LTD.
LEI 549300VTR6EGLGTZLN45

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: 805-5777015607
Reported beneficial owners: 1
Minimum commitment: $0

Form ADV 1631219 · Mar 31, 2022 · 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 CREDIT PARTNERS, L.P.Hedge Fund · Last reported Sep 4, 2012$3.98MGross asset value

Feeder funds

TRIAN CREDIT PARTNERS II, L.P.

Fund administrator GLOBEOP FINANCIAL SERVICES LLC HARRISON, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No