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TRIAN FUND MANAGEMENT, L.P.
CRD 154172File 801-71968
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.39B
Top 10% of cohort (national)
Discretionary AUM
$8.30B
Non-discretionary $2.09B
Clients
29
29 accounts
Employees
34
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 23, 2010
- Principal office
- 280 PARK AVENUE, NEW YORK, NY, 10017-1217
- Phone
- 212-451-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.39B
- Discretionary AUM
- $8.30B
- Non-discretionary AUM
- $2.09B
- Discretionary accounts
- 25
- Non-discretionary accounts
- 4
- Total accounts
- 29
- AUM per client
- $358.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $388.0M |
| Pooled investment vehicles | 27 | $10.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.