TRIAN FUND MANAGEMENT, L.P.

TRIAN FUND MANAGEMENT, L.P. of NEW YORK, NY is an SEC-registered investment adviser (CRD 154172). Regulatory assets under management: $10.4B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos, Other.

Officers, owners & control persons (28)

Showing 25 of 28 people.

NameRoleLocation
Nelson Nmn PeltzCHIEF EXECUTIVE OFFICER, LIMITED PARTNER AND INVESTMENT COMMITTEE MEMBER; MEMBER, CHIEF EXECUTIVE OFFICER AND INVESTMENT COMMITTEE MEMBER—
Peter William MayMEMBER, PRESIDENT AND INVESTMENT COMMITTEE MEMBER; PRESIDENT, LIMITED PARTNER AND INVESTMENT COMMITTEE MEMBERNew York, NY
Brian Lewis SchorrCHIEF LEGAL OFFICER AND INVESTMENT COMMITTEE MEMBER—
Leonard William WeedmanCHIEF FINANCIAL OFFICER—
Joshua David FrankINVESTMENT COMMITTEE MEMBER—
Daniel Robert MarxGENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER—
Brian Michael BaldwinINVESTMENT COMMITTEE MEMBER—
Ryan Wilson BunchINVESTMENT COMMITTEE MEMBER—
Darren Joseph PeltzINVESTMENT COMMITTEE MEMBER AND LIMITED PARTNER; MEMBER AND INVESTMENT COMMITTEE MEMBER—
John Gordon JerowCHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL—
MARX DENNIS ROBERTCHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL; CO-GENERAL COUNSEL; GENERAL COUNSEL—
PELTZ NELSONCHIEF EXECUTIVE OFFICER AND LIMITED PARTNER; MEMBER—
MAY PETER WILLIAMMEMBER; PRESIDENT; PRESIDENT AND LIMITED PARTNER—
GARDEN EDWARD PATRICKCHIEF INVESTMENT OFFICER AND LIMITED PARTNER; MEMBER—
BALDWIN MICHAELHEAD OF RESEARCH—
ESSNER ROBERT ALANCHIEF FINANCIAL OFFICER—
FRANK THOMAS DAVIDCO-CHIEF INVESTMENT OFFICER; CO-HEAD OF RESEARCH—
ROSEN STUART IRACHIEF COMPLIANCE OFFICER; GENERAL COUNSEL—
PELTZ NELSON NMNCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER; MEMBER—
SCHORR BRIAN LEWISCHIEF LEGAL OFFICER—
FELSON HOWARD MICHAELCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL—
ROSEN STUART ICHIEF COMPLIANCE OFFICER—
JEROW JOHN GORDONCHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL—
PELTZ MATTHEW HEFFNERCO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER AND LIMITED PARTNER; CO-HEAD OF RESEARCH AND LIMITED PARTNER (+1 more)—
CHANG DAYSUN SUNCHIEF COMPLIANCE OFFICER AND ASSISTANT GENERAL COUNSEL—

Private funds (22)

Hedge Fund: 16 · Private Equity Fund: 6

Showing 15 of 22 funds by gross asset value.

FundTypeFormedOwnersGross asset valueMin investment
TRIAN SPV (SUB) X, L.P.Hedge FundDelaware2$1.5B$50.0M
JUPITER PREFERRED HOLDINGS, L.P.Private Equity FundCayman Islands1$1.0B—
TRIAN PARTNERS AM FUND, LTD.Hedge FundCayman Islands29$827.1M$100.0M
TRIAN PARTNERS AM FUND, L.P.Hedge FundCayman Islands29$827.0M$100.0M
TRIAN PARTNERS MASTER FUND, L.P.Hedge FundCayman Islands17$821.4M—
JUPITER AM-Q INVESTORS, L.P.Private Equity FundCayman Islands1$800.0M—
TRIAN SPV XVI, LTD.Hedge FundCayman Islands5$704.9M$25.0M
TRIAN PARTNERS, L.P.Hedge FundDelaware56$606.0M$10.0M
TRIAN PARTNERS CORE OPPORTUNITIES FUND, LTD.Hedge FundCayman Islands77$583.7M$250K
TRIAN PARTNERS, LTD.Hedge FundCayman Islands16$560.4M$10.0M
TRIAN PARTNERS AM PARALLEL FUND, LTD.Hedge FundCayman Islands2$451.9M—
TRIAN PARTNERS AM PARALLEL FUND, L.P.Hedge FundCayman Islands2$451.8M—
JUPITER AM INVESTORS, L.P.Private Equity FundCayman Islands10$389.5M$10.0M
TRIAN PARTNERS STRATEGIC FUND-K, L.P.Hedge FundDelaware2$287.7M—
TRIAN PARTNERS PARALLEL FUND I, L.P.Hedge FundDelaware5$284.4M—

Branch offices (1)

CityStateEmployeesPhone
PALM BEACHFL5212-451-3000

Fund service providers (8)

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