# TRIAN FUND MANAGEMENT, L.P.

TRIAN FUND MANAGEMENT, L.P. of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 154172
- Type: SEC-registered investment adviser
- SEC file number: 801-71968
- Location: 280 PARK AVENUE, NEW YORK, NY, 10017-1217
- Phone: 212-451-3000
- Latest filing: 2026-07-31
- Regulatory AUM: $10.4B
- Discretionary AUM: $8.3B
- Non-discretionary AUM: $2.1B
- Clients: 34
- Accounts: 29

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos, Other

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Nelson Nmn Peltz | CHIEF EXECUTIVE OFFICER, LIMITED PARTNER AND INVESTMENT COMMITTEE MEMBER; MEMBER, CHIEF EXECUTIVE OFFICER AND INVESTMENT COMMITTEE MEMBER | — |
| Peter William May | MEMBER, PRESIDENT AND INVESTMENT COMMITTEE MEMBER; PRESIDENT, LIMITED PARTNER AND INVESTMENT COMMITTEE MEMBER | New York, NY |
| Brian Lewis Schorr | CHIEF LEGAL OFFICER AND INVESTMENT COMMITTEE MEMBER | — |
| Leonard William Weedman | CHIEF FINANCIAL OFFICER | — |
| Joshua David Frank | INVESTMENT COMMITTEE MEMBER | — |
| Daniel Robert Marx | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| Brian Michael Baldwin | INVESTMENT COMMITTEE MEMBER | — |
| Ryan Wilson Bunch | INVESTMENT COMMITTEE MEMBER | — |
| Darren Joseph Peltz | INVESTMENT COMMITTEE MEMBER AND LIMITED PARTNER; MEMBER AND INVESTMENT COMMITTEE MEMBER | — |
| John Gordon Jerow | CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL | — |
| MARX DENNIS ROBERT | CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL; CO-GENERAL COUNSEL; GENERAL COUNSEL | — |
| PELTZ NELSON | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER; MEMBER | — |
| MAY PETER WILLIAM | MEMBER; PRESIDENT; PRESIDENT AND LIMITED PARTNER | — |
| GARDEN EDWARD PATRICK | CHIEF INVESTMENT OFFICER AND LIMITED PARTNER; MEMBER | — |
| BALDWIN MICHAEL | HEAD OF RESEARCH | — |
| ESSNER ROBERT ALAN | CHIEF FINANCIAL OFFICER | — |
| FRANK THOMAS DAVID | CO-CHIEF INVESTMENT OFFICER; CO-HEAD OF RESEARCH | — |
| ROSEN STUART IRA | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| PELTZ NELSON NMN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER; MEMBER | — |
| SCHORR BRIAN LEWIS | CHIEF LEGAL OFFICER | — |
| FELSON HOWARD MICHAEL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL | — |
| ROSEN STUART I | CHIEF COMPLIANCE OFFICER | — |
| JEROW JOHN GORDON | CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL | — |
| PELTZ MATTHEW HEFFNER | CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER AND LIMITED PARTNER; CO-HEAD OF RESEARCH AND LIMITED PARTNER (+1 more) | — |
| CHANG DAYSUN SUN | CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154172/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154172/similar
- Related entities: https://search.stillhousedata.com/firm/154172/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154172

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.