RIA Intel›Advisers›New York›TRIAN FUND MANAGEMENT, L.P.

TRIAN FUND MANAGEMENT, L.P.

Advisory

N·NEW YORK, NY

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$10.4B

1-Year AUM Growth

-30.4%

3-Year CAGR

-6.2%

Employees

14

Assets Under Management

Total AUM$10.4B

Discretionary AUM$8.3B

Non-Discretionary AUM$2.1B

Discretionary %79.9%

Total Clients23

Team

Total Employees14

Investment Advisers34

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record37

First FilingNov 3, 2010

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRIAN FUND MANAGEMENT, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.