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 Vehicles94.48%
- HNWI5.52%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trian Fund Management, L.P. is a limited partnership operating as a hedge fund that has been SEC-registered since 2010. It serves both individual/family and institutional clients and charges a combination of asset-based and performance fees. The firm’s activities extend beyond asset management: it functions as a CPO/CTA, provides portfolio management for pooled investment vehicles, and acts in sponsor/GP roles for those vehicles. Trian is not classified as a capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state 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 6BRIAN 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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