# Track Holdings Across LLCs, Trusts, and Entities

> Consolidate investments held through LLCs, trusts, and personal accounts. Roll everything up or drill into one entity, with access for family and advisors.

URL: https://raziel.co/platform/entities

Entities & Vehicles

# Every entity and the assets it holds, *consolidated*

Track holdings across LLCs, trusts, and personal accounts. Roll everything up into one picture, or drill into any single entity on demand.

[Get started free](https://app.raziel.co/sign-up) [Book a demo](https://raziel.co/contact)

Structure

## Model how you actually own things

Add an LLC, trust, or holding company and record which assets it holds. Positions show who holds them, so the same company held personally and through an entity stays clear.

- LLCs, trusts, and holding companies
- Assets held directly or through an entity
- Formation details kept on the entity

Roll up or drill down

## Consolidate everything, or look at one entity

Each entity has its own net assets, holdings, and ownership, and everything rolls into your total portfolio. Switch views without exporting anything.

- Net assets and holdings per entity
- Ownership split between members
- Totals roll into the portfolio dashboard

Consolidated

## Every entity rolls into one total

The web dashboard adds up what you hold personally and through each entity, and shows value by companies, funds and SPVs, and entities.

Held by

## Every investment knows who holds it

When you add an investment, choose who holds it: you, a family member, or an entity. Reports and totals respect that, so tax and ownership questions have a clean answer.

- Held by on every investment
- Documents attached to the right holder
- Operating agreements kept with the entity

For families and offices

## One platform for the whole family

- ### Multi-entity
  Track trusts, LPs, and entities without losing the big picture.
- ### Ownership
  Record how each entity is owned between members.
- ### Permissions
  Granular access for family, staff, and advisors.
- ### Documents
  Operating agreements and certificates kept with the entity.
- ### Funds and SPVs
  LP interests held by an entity, with calls and distributions.
- ### Workspaces
  Separate portfolios for each family member or client.

## Explore more of the platform

[Platform overview](https://raziel.co/products)

- [Workspaces & Permissions Switch workspaces and control who sees what. Learn more](https://raziel.co/platform/workspaces-and-permissions)
- [Portfolio Dashboard Every position, valuation, and return in one view. Learn more](https://raziel.co/platform/portfolio-dashboard)
- [Valuations & Returns MOIC, IRR, and TVPI from your real cash flows. Learn more](https://raziel.co/platform/valuations-and-returns)

## Frequently asked questions

Common questions about Entities & Vehicles in Raziel.

### What kinds of entities can I track?

LLCs, trusts, holding companies, and other vehicles you own assets through. Each entity can hold companies, funds, SPVs, and other assets.

### Can one company appear under several holders?

Yes. Each investment records who holds it, so a company held personally and through an LLC shows both positions and rolls them up correctly.

### Can my accountant or family see an entity?

Yes. Share a portfolio with family, staff, or advisors at the access level you choose, such as viewer or editor.

### Is Raziel built for family offices?

Raziel is used by individual investors and by families and offices that need consolidated reporting across entities with control over who sees what.

Entities & Vehicles

## Bring every entity into one view

Start free and consolidate your LLCs, trusts, and personal holdings in one dashboard.

- [Download on theApp Store](https://apps.apple.com/us/app/raziel-portfolio-management/id6761929486)
- [Get it onGoogle Play](https://play.google.com/store/apps/details?id=com.raziel.android)