Trian Fund Management is a fund manager in New York with $7.15 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Industry
SEC CIK
Corporate docs
IRS number
203454182
SEC advisor number
801-71968
FINRA CRD number
154172
AUM ?
$7.15 bn
(as of 2 Jun 23)
Accounts
25
(as of 2 Jun 23)
Employees
32
(14 investment advisory or research)
Address
Trian Fund Management
280 PARK AVENUE
41ST FLOOR
NEW YORK
NY 10017
280 PARK AVENUE
41ST FLOOR
NEW YORK
NY 10017
Office hours
Monday - Friday, 9AM - 5PM
Phone
212-451-3000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Trian Fund Management GP, LLC | General Partner | 09/2005 | < 5% |
Peltz, Nelson, ("NMN") | Chief Executive Officer and Limited Partner | 09/2005 | 50-75% |
May, Peter, William | President and Limited Partner | 09/2005 | 10-25% |
Schorr, Brian, Lewis | Chief Legal Officer | 11/2005 | < 5% |
Peltz, Nelson, ("NMN") | Chief Executive Officer | 09/2005 | 25-50% |
May, Peter, William | President | 09/2005 | |
Peltz, Matthew, Heffner | Co-chief Investment Officer and Limited Partner | 05/2023 | 10-25% |
Weedman, Leonard, William | Chief Financial Officer | 06/2019 | < 5% |
Frank, Joshua, David | Co-chief Investment Officer | 05/2023 | < 5% |
Jerow, John, Gordon | Chief Compliance Officer and Assistant General Counsel | 05/2021 | < 5% |
Marx, Daniel, Robert | General Counsel | 10/2022 | < 5% |
Baldwin, Brian, Michael | Head of Research | 05/2023 | < 5% |
Peltz, Matthew, Heffner | Co-chief Investment Officer | 05/2023 | |
Frank, Joshua, David | Co-chief Investment Officer | 05/2023 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Trian Fund Management, L.P. | $7.15 bn | |
Trian Investors 1, L.P. (Incorporated) | $617.22 mm | Hedge Fund |
Trian Partners Am Fund, LTD. | $416.07 mm | Hedge Fund |
Trian Partners Am Fund, L.P. | ||
Trian Partners Am Parallel Fund, LTD. | $220.76 mm | Hedge Fund |
Trian Partners Am Parallel Fund, L.P. | ||
Trian Partners Co-investment Opportunities Fund, LTD. | $379.13 mm | Hedge Fund |
Trian Partners Co-investment Opportunities Fund, L.P. | ||
Trian Partners Fund (Sub)-g, L.P. | $95.21 mm | Hedge Fund |
Westside Partners Fund, L.P. | ||
Trian Partners Master Fund, L.P. | $1.25 bn | Hedge Fund |
Trian Partners, LTD. | $894.30 mm | Hedge Fund |
Trian Partners II, LTD. | $55.24 mm | Hedge Fund |
Trian Partners Parallel Fund I, L.P. | $242.25 mm | Hedge Fund |
Trian Partners Strategic Fund-g II, L.P. | $233.21 mm | Hedge Fund |
Trian Partners Strategic Fund-g III, L.P. | $112.61 mm | Hedge Fund |
Trian Partners Strategic Fund-k, L.P. | $294.85 mm | Hedge Fund |
Trian Partners Strategic Investment Fund-a, L.P. | $397.71 mm | Hedge Fund |
Trian Partners Strategic Investment Fund-n, L.P. | $997.99 mm | Hedge Fund |
Trian Partners, L.P. | $927.42 mm | Hedge Fund |
Trian Partners II, L.P. | $125.53 mm | Hedge Fund |
Trian SPV (Sub) X, L.P. | $337.35 mm | Hedge Fund |
Trian SPV X, L.P. | ||
Trian SPV XVI, LTD. | $623.57 mm | Hedge Fund |
Trian SPV XVI, L.P. |
Latest filings (excl ownership)
DFAN14A
Additional proxy materials by non-management
2 Apr 24
DFAN14A
Additional proxy materials by non-management
2 Apr 24
DFAN14A
Additional proxy materials by non-management
1 Apr 24
DFAN14A
Additional proxy materials by non-management
1 Apr 24
DFAN14A
Additional proxy materials by non-management
1 Apr 24
DFAN14A
Additional proxy materials by non-management
1 Apr 24
DFAN14A
Additional proxy materials by non-management
29 Mar 24
DFAN14A
Additional proxy materials by non-management
29 Mar 24
DFAN14A
Additional proxy materials by non-management
28 Mar 24
DFAN14A
Additional proxy materials by non-management
27 Mar 24
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
SC 13G/A
Ferguson plc
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
4
EDWARD P GARDEN
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
144
Wendy's Co
14 Nov 23
4
NELSON PELTZ
14 Nov 23
4
PETER W MAY
14 Nov 23
4
Matthew H. Peltz
14 Nov 23
4
EDWARD P GARDEN
3 Oct 23
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
29 Dec 23 | Garden Edward P | Deferred Fee Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 123.54 | 364 | 44.97 k | 13,799 |
14 Nov 23 | May Peter W | Common Stock | Sell | Dispose S | Yes | No | 18.76 | 1,883,593 | 35.34 mm | 15,943,466 |
14 Nov 23 | Nelson Peltz | Common Stock | Sell | Dispose S | Yes | No | 18.76 | 1,883,593 | 35.34 mm | 15,943,466 |
14 Nov 23 | Peltz Matthew H. | Common Stock | Sell | Dispose S | Yes | No | 18.76 | 1,883,593 | 35.34 mm | 15,943,466 |
29 Sep 23 | Garden Edward P | Deferred Fee Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 113.23 | 397 | 44.95 k | 13,426 |