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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Trian Fund Management

$8.3B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($759.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Growth Equity, Venture Capital, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$759.6M
Total AUM: $8.3B
Median Disclosed Amount
$50.0M
Range: $10.0M – $70.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/18)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Trian Fund Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Advent International XIAdviser 7.B Vehicle Buyout 2025
$45.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Trident X LPAdviser 7.B Vehicle Buyout 2025
$66.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Permira European Fund IIAdviser 7.B Vehicle Buyout 2025
$52.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Acrew Capital Fund III, L.P.Adviser 7.B Vehicle Buyout 2024
$53.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Accel KKR Growth Capital Partners, L.P.Adviser 7.B Vehicle Growth Equity 2024
$50.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Trian Fund Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Trian Fund Management (Family Office / MFO, $8.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 20.7% Actual; $191.0M Unallocated Target Bandwidth). SEC Form ADV (801-71968, CRD #154172) verified $8.30B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Trian Fund Management

585 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Trian Fund Management (18 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 7 Shared Vehicles

Hb Wealth

Family Office / MFO Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Permira European Fund II (2025 Vintage)
Trian Fund Management: $52.0M · SEC Form ADV 7.B
Hb Wealth: $117.1M · SEC Form ADV 7.B

Additional shared vehicles: Acrew Capital Fund III, L.P. (2024 Vintage) · Accel KKR Growth Capital Partners, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Acrew Capital Fund III, L.P. (2024 Vintage)
Trian Fund Management: $53.0M · SEC Form ADV 7.B
Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory: $93.0M · SEC Form ADV 7.B

Additional shared vehicles: Accel KKR Growth Capital Partners, L.P. (2024 Vintage) · Advent International XI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel KKR Growth Capital Partners, L.P. (2024 Vintage)
Trian Fund Management: $50.0M · SEC Form ADV 7.B
Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory: $62.8M · SEC Form ADV 7.B

Additional shared vehicles: Acrew Capital Fund III, L.P. (2024 Vintage) · Advent International XI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+582 Additional Institutional LPs Report Shared Vehicles with Trian Fund Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 18 total tracked records for Trian Fund Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (585 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Trian Fund Management

Buyout LPs →Real Estate LPs →Growth Equity LPs →Venture Capital LPs →Secondaries LPs →

Frequently Asked Questions: Trian Fund Management

What type of institutional allocator is Trian Fund Management and what is their typical disclosed ticket size?

Trian Fund Management is categorized under Family Office / MFO (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 18 historical disclosure records tracked on Prilago ($759.6M total parsed USD across disclosed rows), the median disclosed amount is $50.0M (range: $10.0M to $70.3M).

Which private-market strategies appear in Trian Fund Management's public disclosures?

Trian Fund Management has disclosed records across Buyout, Real Estate, Growth Equity, Venture Capital, Secondaries. Open preview records include Advent International XI (2025 Vintage), Trident X LP (2025 Vintage), Permira European Fund II (2025 Vintage), Acrew Capital Fund III, L.P. (2024 Vintage).

How are Trian Fund Management's historical records substantiated and separated from active searches on Prilago?

Records for Trian Fund Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Trian Fund Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/trian-fund-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Trian Fund Management?

In Prilago's bilateral commitment graph, Trian Fund Management shares resolved underlying fund vehicles with 585 institutional LPs across 18 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Hb Wealth (7 shared vehicles, e.g. Permira European Fund II (2025 Vintage)), Bellflower Brookline Carmichael Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Acrew Capital Fund III, L.P. (2024 Vintage)), Evangeline Hill Country Goldstein Institutional Outsourced CIO & Wealth Advisory (6 shared vehicles, e.g. Accel KKR Growth Capital Partners, L.P. (2024 Vintage)).

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