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TRIAN FUND MANAGEMENT, L.P.

NEW YORK, NY · CRD 154172 · IAPD ↗ · 212-451-3000

$10.39BRegulatory AUM
14Advisory reps
34Employees
0Clients
n/aPlanning clients
22Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
August 2026 — TRIAN FUND MANAGEMENT, L.P. reported RAUM up 55% ($6.71B -> $10.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — TRIAN FUND MANAGEMENT, L.P. reported RAUM down 30% ($9.05B -> $6.30B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2024 — TRIAN FUND MANAGEMENT, L.P. reported RAUM up 27% ($7.15B -> $9.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.