Unclaimed Profile

Matthew Heffner Peltz

TRIAN FUND MANAGEMENT, L.P.·NEW YORK, New York

Clean recordTRIAN FUND MANAGEMENT, L.P.

280 PARK AVENUE, 41ST FLOOR, NEW YORK, NY 10017-1217CRD# 4813620Firm CRD# 154172

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Heffner Peltz · NEW YORK, NY

Registration

CRD #4813620 · TRIAN FUND MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Heffner Peltz is a registered financial advisor based in NEW YORK, New York, affiliated with TRIAN FUND MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TRIAN FUND MANAGEMENT, L.P.

AUM

$9.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRIAN FUND MANAGEMENT, L.P. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4813620

Firm CRD# 154172

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Heffner Peltz offer?

Matthew Heffner Peltz specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Matthew Heffner Peltz's credentials?

Matthew Heffner Peltz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Heffner Peltz located?

Matthew Heffner Peltz is based in NEW YORK, New York, working with TRIAN FUND MANAGEMENT, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Matthew Heffner Peltz charge for services?

Matthew Heffner Peltz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIAN FUND MANAGEMENT, L.P.?

TRIAN FUND MANAGEMENT, L.P. has approximately 31 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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