How to manage ownership via a third party?

Third-party ownership means having another entity hold and manage your investments. This common financial market practice takes several forms:

Though the third party legally holds your assets, you retain all ownership benefits—including dividends and voting rights. This arrangement is standard in modern investing and is regulated to protect investors.

Before this update, ORCA could only show direct ownership. Let's use a simple example: If Person A owned part of Company B, and Company B owned part of Company C, there was no easy way to show that Person A also indirectly owned part of Company C.

This was a problem because it made it hard to see and understand ownership chains, especially when multiple companies were involved. Users had to figure out these connections manually, which was time-consuming and confusing.

Now, with the new third-party ownership feature, ORCA can easily show these indirect ownership connections. It clearly shows how ownership flows through different companies, making it much easier to understand who owns what.

In this Example, Dan owns Apple Stock via the Investment LLC.

When blending in “Co-owners” in the additional filters, Dan is the Indirect owner of Apple Stock via the Investment LLC.

Click into the line between the Entity or Asset you want to adjust the details of.

Multiple people hold the same security via the same third party

In this example, New Gen Company valued at $10,000,000 is owned via two LLCs in Third Party and Fred owns New Gen Company directly for 20%