Chief Executive Officer, Limited Partner and Investment Committee Member · Trian Fund Management, L.P.
Nelson (. Peltz
CRD 1934519 · Named on Form ADV at one SEC-registered adviser
At a glance
Trian Fund Management, L.P., an SEC-registered private fund adviser based in New York, NY with $10.4 billion in regulatory assets, lists Nelson (. Peltz on its Form ADV as Chief Executive Officer, Limited Partner and Investment Committee Member, a control person.
Firms and roles
- Trian Fund Management, L.P.Chief Executive Officer, Limited Partner and Investment Committee MemberPrivate fund adviser · New York, NY · $10B in regulatory assets
AtlasMembers
Nelson’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- Peter W. MayPresident, Limited Partner and Investment Committee Member, Trian Fund Management, L.P.
- Brian L. SchorrChief Legal Officer and Investment Committee Member, Trian Fund Management, L.P.
- Leonard W. WeedmanChief Financial Officer, Trian Fund Management, L.P.
- Joshua D. FrankInvestment Committee Member, Trian Fund Management, L.P.
- Daniel R. MarxGeneral Counsel, Trian Fund Management, L.P.
3 more people named with Nelson on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nelson’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.