Crest Management

What Crest Management does

Crest Management, LP is a Houston, Texas-based HOA (homeowners association) and community association management company founded in 1993 by Carolyn Bonds. The firm serves over 180 community associations across the Greater Houston area — including Houston, Katy, Richmond, Cypress, Sugar Land, Humble, Missouri City, and Atascocita — providing full-service management for single-family HOAs, townhome HOAs, and condominium associations. Its core service offering bundles financial management (monthly financial packages, CPA-reviewed quarterly statements, accounts payable automation), compliance inspections (deed restriction enforcement with 24-hour violation letter turnaround), maintenance coordination (competitive bidding for projects over $500), community engagement, board governance support, and specialized transactional services including resale certificates ($225 standard, rush processing available) and title quote processing for title companies.

The technology backbone is a proprietary, cloud-based HOA management platform running on Microsoft Azure with database storage in Office 365 SharePoint Online, built and maintained through a 7-year development partnership with Sparkhound. The platform comprises three primary portals — a Homeowner Portal (account balances, online payments, exterior modification requests, amenity access, service requests), a Board Portal (community documents, financial data, live inspection reports, action item management), and a Closing Portal for title company resale certificate and title quote requests — plus proprietary internal tools including a Compliance Inspection System with field laptop access, a Board Decision Assistant for architectural modification workflows, and an internal task management system. Revenue is primarily subscription-based recurring management fees from contracted HOA associations, supplemented by transactional fees from resale certificates, title quotes, payment processing (2.95% credit card, $2.25 eCheck), and amenity access devices.

The company is privately held, founder-led, and family-involved: Carolyn Bonds remains CEO after 40+ years in the industry, her son Bill Higgins serves as President with 35+ years of experience, and Accounting Director Joanne McIntyre brings 40+ years of accounting expertise. Crest holds the Accredited Association Management Company (AAMC) designation — held by only 1 of 10 management companies in the Houston area — and has earned BBB Pinnacle Award recognition (2021), multiple BBB Awards for Excellence (2017, 2020), and 6 Houston Chronicle Top Workplace honors. The firm has grown organically without external institutional investment, expanding from 5 initial communities in 1993 to over 180 today, while retaining 4 of those original 5 clients.

Name

Crest Management

Legal name

Crest Management, LP

Website

https://crest-management.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

101–250 employees

Short description

Crest Management is a Houston-based HOA and community association management company founded in 1993, serving over 180 associations across the Greater Houston area with financial, compliance, maintenance, and governance services delivered via a proprietary cloud-based platform.

Ownership category

akta.pro rank

Product category

HOA and Community Association Management Services

NAICS

Services to Buildings and Dwellings (5617)

SIC

Services-To Dwellings & Other Buildings (7340), Services-Membership Organizations (8600)

akta.pro primary industry

HOA / Condominium Association Management (BPAJAFAH)

akta.pro secondary industries

Homeowners Association (HOA) Management (BPAJAHAB), Association Compliance, Governance & Board Support Services (BPAJAHAN), Association Maintenance, Vendor & Capital Project Management (BPAJAHAM)

Keywords

• HOA management services
• Community association management
• Property management accounting
• Deed restriction compliance
• Resale certificate processing

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. HOA Management Services: Recurring management fees from community associations under contract. Services include financial management, compliance inspections, maintenance coordination, community engagement, and administrative support. Revenue is subscription-based from over 180 managed communities.
2. Resale Certificate Processing: One-time fees for preparing and delivering resale certificates required for property transactions. Standard processing takes 5 business days; rush processing available for additional fee.
3. Title Quote Services: Processing fees for title quotes requested by title companies through the closing portal.
4. Payment Processing Fees: Credit card processing fee of 2.95% charged to homeowners making online assessment payments. eCheck option available with $2.25 processing fee per payment.
5. Amenity Access Devices: Annual fees for pool tags and amenity access devices, including deposit fees for replacement devices.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Core offering

Crest Management provides full-service HOA and community association management to over 180 communities in the Greater Houston Area, including financial management and reporting, deed restriction compliance inspections, maintenance coordination with competitive bidding, board governance support, community engagement, and administrative services. It supplements these services with a proprietary cloud-based platform offering a Homeowner Portal, Board Portal, Title/Closing Portal and online assessment payment processing for resale certificates and title quotes.

Product overview

Crest Management offers a unified HOA management platform consisting of multiple integrated portals (Homeowner Portal, Board Portal, Title/Closing Portal) and service modules. The proprietary management application provides cloud-based tools for homeowners, board members, staff, and title companies. Service modules include Financial/Accounting Services, Compliance Inspection Services, Maintenance Management, Community Engagement, and specialized request systems for exterior modifications, amenity access, and resale certificates. Key technology features include the Board Decision Assistant for architectural requests, electronic filing system, and task management system. All components are built on Microsoft Azure with database storage in Office 365 SharePoint Online.

Differentiator

Problem solved

Functional benefit

Products and services

• HOA Management Services
• Financial Reporting and Accounting Services
• Compliance Inspection Services
• Maintenance Management Services
• Community Engagement and Board Education
• Homeowner Portal
• Board Portal
• Closing Portal (Title Quote Dashboard)
• Resale Certificate Request and Processing Service
• Online Assessment Payment Processing
• Amenity Access Device Fulfillment

Quantifiable outcome

• Monthly financial packages published to Board Portal by the 15th of each month
• +5 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core and minor.

• SparkhoundcoreTechnology or Integration · 1 January 2012Seven-year partnership (since 2012) with local digital consulting service company Sparkhound for development and continuous improvement of the proprietary HOA management platform. Applications run in Microsoft Azure with database housed in Office 365 SharePoint Online.
• Strongroom SolutionscoreTechnology or IntegrationAutomated accounts payable system used to receive and pay invoices electronically. Integrated with Crest's accounting software so invoice entries are automatically created when invoices are received or payments made. Board members can login to review and pay invoices.
• Mutual of OmahacoreTechnology or IntegrationOnline payment processing partner for assessment payments. Processes credit card and eCheck payments for homeowners. Provides online payment portal with account creation and one-time payment options.
• Internal CPA ReviewminorOthersInternal CPA reviews each association's financials on a quarterly basis to ensure accuracy and compliance.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• FirstService Residential: Largest residential property/HOA management company in North America. Operates a national platform with Houston presence, serving community associations with comparable service offerings (financial, compliance, maintenance) but at vastly greater scale and technology investment.
• Associa: One of the largest HOA and community association management companies in the U.S., serving thousands of communities across multiple states. Comparable in core offering (full-service HOA management) but with national footprint, M&A scale, and proprietary software suite.

Direct peers

• CAMS (Community Association Management Services): Regional HOA management company with multiple U.S. locations providing financial, compliance, and administrative services to community associations. Direct competitor to Crest in core HOA management services and similar in scale/scope.
• RealManage: HOA and community association management firm operating across multiple U.S. states with proprietary technology. Provides directly comparable services including portal-based owner/board access, financial management, and compliance inspections.
• Sentry Management: Established community association management company operating across the southeastern U.S., with AAMC accreditation and similar service scope (financial, compliance, board support, community engagement).
• Vesta Property Services: Full-service property and HOA management company with operations in Texas and the southeastern U.S. Comparable in providing financial management, compliance, board support, and amenity services to community associations.
• Community Group Inc. HOA and condominium management company with Texas presence providing financial, administrative, and compliance services to community associations. Comparable scope and target customer (board-managed associations).
• ManageAmerica: Texas-based community association management firm offering HOA management including accounting, compliance, and board support services. Direct peer in service offering and regional Texas operating geography.

Regional players

• Goodwin & Company: Texas-based HOA and property management firm serving the Dallas-Fort Worth metroplex. Comparable in providing community association management but operating in a different Texas geography than Crest's Houston focus.
• Piranha Management & Consulting: Houston-area HOA management company offering community association management services locally. Direct geographic overlap with Crest in Greater Houston, competing for the same client base of single-family HOAs, townhomes, and condominiums.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/crestmanageco
• Facebookfacebook.com/crestmanagementcompany
• LinkedInlinkedin.com/company/crest-management-company-aamc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crest Management