SourcingSourcing

TRIAN FUND MANAGEMENT, L.P.

C39
CRD 154172·SEC 801-71968·NEW YORK, NY
AUM
$6.71B
$1B+
Est. Revenue
$67.1M
@ 1% on AUM
Est. EBITDA
$20.1M
@ 30% margin
Est. Deal Value
$161.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRIAN FUND MANAGEMENT, L.P.
CRD
154172
SEC file #
801-71968
EIN
203454182
DBA names
—

Economics

AUM
$6.71B
AUM band
$1B+
AUM trajectory
'20'26
$9.82B → $6.71B▼ -32%
Client mix
Pooled Investment Vehicles20
Individuals High Net Worth2

Operations

Employees (total)
30
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
15 advisors → 13 advisors▼ -13%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
linkedin.com/company/trian-fund-management-l-p-(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PELTZ, NELSON, ("NMN")
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
11
Control Persons
PELTZ, NELSON, ("NMN")
PELTZ, DARREN, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001345471
Edgar Registered
Yes
Edgar Filing Count
1,001
Edgar First Filing Date
2006-06-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
73
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001345471-26-000026

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street36
Bny Mellon28
Goldman Sachs26
Morgan Stanley7
E*trade4
Edgar Addresses
Mailing
280 PARK AVENUE41ST FLOORNEW YORK, NY 10017
Business
280 PARK AVENUE41ST FLOORNEW YORK, NY 10017
Edgar EIN
203454182
Edgar Recent Filings
13F-HR2026-05-15 · 0001345471-26-000026
SCHEDULE 13D/A2026-05-14 · 0001193125-26-224634
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1934519
Trust Company Affiliate
Yes

People (10)

10
PELTZ, NELSON, ("NMN")
Direct Owner · 62.5%
1934519
PELTZ, DARREN, JOSEPH
Direct Owner · 17.5%
8057555
MAY, PETER, WILLIAM
Direct Owner · 7.5%
1934520
BALDWIN, BRIAN, MICHAEL
Executive Officer · 2.5%
4972969
BUNCH, RYAN, WILSON
Executive Officer · 2.5%
8057387
FRANK, JOSHUA, DAVID
Executive Officer · 2.5%
7358354
LAVELLE, MARK, GARY
Executive Officer · 2.5%
8240777
MARX, DANIEL, ROBERT
Executive Officer · 2.5%
5174363
SCHORR, BRIAN, LEWIS
Executive Officer · 2.5%
5862023
WEEDMAN, LEONARD, WILLIAM
Executive Officer · 2.5%
7129429