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) IX, L.P.Hedge Fund · Last reported Mar 29, 2018$0Gross 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
CREDIT SUISSE INTERNATIONAL
LEI E58DKGMJYYYJLN8C3868
GOLDMAN SACHS & CO. LLC
SEC 8-129
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-5704325891
- Reported beneficial owners
- 0
- Minimum commitment
- $50M
- Form D file number
- 021-218240
Form ADV 1183144 · Mar 29, 2018 · 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) VIII, L.P.Hedge Fund · Last reported Jun 3, 2019$0Gross 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
BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27
GOLDMAN SACHS & CO. LLC
SEC 8-129
MORGAN STANLEY & CO. INTERNATIONAL PLC
LEI 4PQUHN3JPFGFNF3BB653
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-3795991864
- Reported beneficial owners
- 0
- Minimum commitment
- $50M
- Form D file number
- 021-198742
- Form D file number
- 021-224002
Form ADV 1326695 · Jun 3, 2019 · 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) VII-L, L.P.Hedge Fund · Last reported Jun 3, 2019$0Gross 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
GOLDMAN SACHS & CO. LLC
SEC 8-129
MORGAN STANLEY CAPITAL SERVICES LLC
LEI I7331LVCZKQKX5T7XV54
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-7565560644
- Reported beneficial owners
- 0
- Minimum commitment
- $50M
- Form D file number
- 021-191002
- Form D file number
- 021-191004
Form ADV 1326695 · Jun 3, 2019 · 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) VII, L.P.Hedge Fund · Last reported Jun 3, 2019$0Gross asset value
Feeder funds
- TRIAN SPV VII, LP.
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
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-2838057588
- Reported beneficial owners
- 0
- Minimum commitment
- $50M
Form ADV 1326695 · Jun 3, 2019 · 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) XI, L.P.Hedge Fund · Last reported Jun 3, 2019$0Gross 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
GOLDMAN SACHS & CO. LLC
SEC 8-129
MORGAN STANLEY & CO. INTERNATIONAL PLC
LEI 4PQUHN3JPFGFNF3BB653
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund details & source
- Fund ID
- 805-5721113009
- Reported beneficial owners
- 0
- Minimum commitment
- $50M
- Form D file number
- 021-246060
Form ADV 1326695 · Jun 3, 2019 · 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.