Aperion Management Group

What Aperion Management Group does

Aperion Management Group (AMG), LLC is a Bend, Oregon-based homeowner association (HOA) management company founded in 2008. The firm delivers full-service HOA management, standalone financial management, developer turnover services, and an a la carte menu of add-ons (clubhouse, gate, pool, reserve projects) to residential associations throughout Oregon — including Bend, Redmond, Medford, Eugene, Salem, and Portland. The leadership team is anchored by founder and CEO Katie Anderson (20+ years in community management; PCAM, AMS, CMCA credentials) and CFO Bill Anderson (15+ years in community accounting; CMCA), collectively representing over 75 years of HOA, development, and construction experience and serving on CAI Oregon's Regional Council.

The company operates with a 1-10 person team and runs on commodity HOA technology: the Frontsteps Portal powers online assessments, maintenance requests, and homeowner document access, while Squarespace hosts the marketing site and Learning Hub. AMG holds the Accredited Association Management Company (AAMC) credential from CAI, an Oregon Construction Contractors Board (CCB# 202604) license, and offers a content-rich Learning Hub and YouTube library targeting board members, homeowners, and aspiring community managers — used for both education and demand generation. Salishan Leaseholders, Inc. is a publicly identified mid-market client.

Revenue mechanics are recurring subscription: full management and financial-only packages priced on proposal (no public rate card), with annual billing cadence and optional add-ons charged unit-priced per community. Distribution is consultative and direct — website proposal requests, phone/email outreach, and Developer Services field engagement — with no channel partners or resellers. The firm is bootstrapped, founder-owned, and operates without external capital.

Name

Aperion Management Group

Legal name

Aperion Management Group, LLC

Website

https://aperionmgmt.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Aperion Management Group is a Bend, Oregon-based HOA management firm serving homeowner associations statewide through full-service management, standalone financial management, developer turnover services, and an educational Learning Hub.

Ownership category

akta.pro rank

Product category

HOA Community Management Services

NAICS

Office Administrative Services (5611)

SIC

Services-To Dwellings & Other Buildings (7340)

akta.pro primary industry

Homeowners Association (HOA) Management (BPAJAHAB)

akta.pro secondary industries

HOA / Condominium Association Management (BPAJAFAH), Association Compliance, Governance & Board Support Services (BPAJAHAN), New Development / Declarant Transition Management (BPAJAHAK)

Keywords

• HOA management services
• Community association management
• Property management services
• Financial management
• Board education training

Headquarters

HQ city

Bend

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, Others

Revenue model

1. Full Community Management Services: Comprehensive HOA management including financial management, community operations, dedicated manager support, board education, compliance checks, architectural review support, and insurance guidance. This is the primary revenue stream offering complete outsourcing of HOA operations.
2. Financial Management Only Services: Dedicated accounting management for HOAs that includes financial summaries, title transfer coordination, online payment processing, budget planning, tax reporting coordination, audit support, and accounts receivable/payable management. Offered as a standalone service for boards preferring self-management.
3. A La Carte Additional Services: Optional add-on services including additional financial reporting, clubhouse/lodge management, community gate management, pool management, additional meetings, extra compliance checks, and reserve project management. These are priced as add-ons to base management packages.
4. Developer Services: Pre-construction through turnover services for residential developers establishing new HOA communities. Includes governing document creation, budget frameworks, operational processes, association setup, vendor procurement, and compliance oversight during development phases.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Aperion Management Group provides outsourced HOA community management services to homeowner associations throughout Oregon. Its core offerings are a Full Community Management package (dedicated manager, financial oversight, compliance, board support, vendor coordination, and architectural review) and a Financial Management Only package (dedicated accounting, assessments, budgeting, audit support, and online payment processing). These can be augmented with a la carte services and supplemented by Developer Services for new community setup.

Product overview

Aperion Management Group offers a tiered HOA management service portfolio built around two core products: Financial Management Only (providing dedicated accounting management with financial summaries, budget planning, online payments, and audit support) and Full Community Management (covering all financial management plus community operations, board training, compliance checks, and assigned community managers). Both tiers can be enhanced with a la carte add-ons such as clubhouse management, gate management, pool management, and additional compliance checks. The company also provides dedicated Developer Services for new community setups and a Learning Hub offering educational resources for board members, homeowners, and community managers. Homeowner access is facilitated through a Frontsteps-powered online portal.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Management Only
• Full Community Management
• A la Carte Add-On Services
• Developer Services
• Learning Hub
• Homeowner Portal

Quantifiable outcome

• Dedicated managers assigned to each community for consistent service and relationship continuity
• +2 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

Integration1 record

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Associa: Associa is the largest HOA and community association management company in North America, offering full-service community management, financial services, and developer services. Comparable to AMG across all product lines but at national scale with deep technology investment.
• FirstService Residential: FirstService Residential is a major national HOA and condominium management firm serving thousands of communities across the U.S. and Canada. Direct overlap with AMG's Full Community Management and Developer Services offerings, with comparable subscription billing.

Direct peers

• RealManage: RealManage is a property and community management firm offering HOA management, financial services, and developer services across multiple U.S. states. Closely comparable to AMG's service portfolio and target customer segments.
• Sentry Management: Sentry Management is an established HOA and community association management company serving associations in the southeastern U.S. Direct peer with similar Full Community Management and Financial Management Only service tiers.
• CAMS (Community Association Management Services): CAMS is a large regional HOA management company with strong presence in the Carolinas and other U.S. regions, offering full-service community management, financial management, and developer services. Closest direct peer in terms of multi-tier service model and developer transition capabilities.
• Community Group, Inc. Community Group is a Pacific Northwest HOA management firm with operations in Oregon and Washington. Direct geographic and service portfolio overlap with AMG, including developer transition services.
• HOAM Resources: HOAM Resources is a community management company focused on Texas-based HOAs and POAs, offering comparable full-service management and financial services. Direct peer with similar association management focus.

Emerging players

• Blue Ribbon Residential: Blue Ribbon Residential is a Pacific Northwest HOA and community management company serving Oregon, Washington, and Idaho. Comparable regional peer with similar owner-focused HOA services.
• Elite Property Management: Elite Property Management is a Pacific Northwest HOA and condominium management company serving the Portland and greater Oregon market. Comparable regional peer with overlapping service offerings.

Regional players

• Premier Community Management: Premier Community Management is a Pacific Northwest HOA management firm offering full-service community management. Regional peer with similar Oregon/Washington coverage and full-service model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/aperionmanagementgroup
• YouTubeyoutube.com/channel/UC7oN-Rx5GO9P9sIIcJLJjLg

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Aperion Management Group