Trian Fund Management, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 154172
- Registered since
- November 23, 2010
- Website
- trianpartners.com
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANK OF AMERICA, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles96.27%
- HNWI3.73%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trian Fund Management, L.P. is a limited partnership operating as a hedge fund manager and pooled-vehicle sponsor. The firm has been SEC-registered since 2010 and serves a mix of individual, family and institutional clients. Its compensation structure combines a percentage-of-assets fee with performance-based fees. Trian acts in multiple industry roles including portfolio manager for pooled investment vehicles and CPO/CTA activities, and it serves as sponsor/GP or managing member for its funds. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 4Nelson Peltz
Chief Executive OfficerCRD 1934519
Leonard Weedman
Partner & Chief Financial OfficerCRD 7129429
Brian Schorr
Chief Legal Officer & PartnerCRD 5862023
Contacts
3 of 6
Brian Baldwin
PartnerCRD 4972969
Peter May
President & Founding PartnerCRD 1934520
Ryan Bunch
Investment Committee MemberCRD 8057387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 280 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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