Form D · Hedge Fund
Trian SPV IX, L.P.
New York, NY · CIK 0001608976
Offering snapshot reported May 26, 2016 · SEC filing
- Reported sold
- $54.3M Indefinite offering
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 16, 2014 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 26, 2016 | Amendment | $54,318,000 | $0vs May 29, 2014 | 7 | SEC filing |
| May 29, 2015 | Amendment | $54,318,000 | $0vs May 29, 2014 | 7 | SEC filing |
| May 29, 2014 | Initial | $54,318,000 | No comparison | 7 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-218240
Source: Form D, filed May 26, 2016. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
TRIAN SPV IX, L.P.
Investment adviser: TRIAN FUND MANAGEMENT, L.P.
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Mar 29, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 1183144 · Mar 29, 2018 · Schedule D 7.B.(1), fund 805-2164909077
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Edward P. Garden | Executive |
| Peter W. May | Executive |
| Nelson Peltz | Executive |
| Trian Fund Management, L.P. | Promoter |
| Trian Partners Spv Ix General Partner, Llc | Executive |
| Trian Partners Spv Ix Gp, L.P. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10017