Form D · Private Equity Fund
Trian Partners AM Fund, L.P.
New York City, NY · CIK 0001827257
Offering snapshot reported Oct 9, 2020 · SEC filing
- Reported sold
- $274M Indefinite offering
- Investors reported
- 28 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 25, 2020 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 9, 2020 | Initial | $273,842,426 | No comparison | 28 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-377530
Source: Form D, filed Oct 9, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.
Matched by reported Form D file number
TRIAN PARTNERS AM FUND, L.P.
Investment adviser: TRIAN FUND MANAGEMENT, L.P.
- Gross asset value
- $827M
- Beneficial owners
- 29
- ADV minimum commitment
- $100M
Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Filing source
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-7178087961
Reported by TRIAN FUND MANAGEMENT, L.P. (CRD 154172).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Matched by reported Form D file number
TRIAN PARTNERS AM FUND, LTD.
Investment adviser: TRIAN FUND MANAGEMENT, L.P.
- Gross asset value
- $827M
- Beneficial owners
- 29
- ADV minimum commitment
- $100M
Reported in Form ADV on Jul 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188
GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129
Fund asset history · 5 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2021 | $540,236,779 | 29 | Mar 31, 2022 |
| 2022 | $416,070,044 | 29 | Mar 31, 2023 |
| 2023 | $508,372,188 | 29 | Mar 29, 2024 |
| 2024 | $654,088,993 | 29 | Mar 31, 2025 |
| 2025 | $789,810,496 | 29 | Mar 31, 2026 |
Filing source
Form ADV 2118182 · Jul 31, 2026 · Schedule D 7.B.(1), fund 805-8946014030
Reported by TRIAN FUND MANAGEMENT, L.P. (CRD 154172).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Edward P. Garden | Executive |
| Peter W. May | Executive |
| Nelson Peltz | Executive |
| Trian Fund Management, L.P. | Promoter |
| Trian Partners Am Fund General Partner, Llc | Executive |
| Trian Partners Am Fund Gp, L.P. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York City, NY, 10017