Balboa Management Group
Balboa Management Group is a privately held Brea, California-based HOA and community association management firm offering Southern California associations a bundled "All Inclusive" flat monthly fee covering financial, maintenance, customer service, and property management operations.
- Company typePrivate
- Founded-
- HeadquartersBrea, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Balboa Management Group does
Balboa Management Group is a privately held community association management (HOA) firm headquartered at 1800 E. Lambert, Suite 159, Brea, California, serving homeowners and condominium associations exclusively in Southern California. The company bundles four operational modules — customer service (including 24-hour, 365-day emergency response), financial services (assessment billing, customized chart-of-accounts reporting, accounts payable, bank reconciliation, and reserve fund investment assistance), maintenance services (vendor pool management and contract negotiation), and property management (board meeting attendance, inspections, vendor oversight) — into a single "All Inclusive" flat monthly fee, with clients able to opt into additional services on a monthly basis. Its go-to-market is direct and relationship-driven: outreach through the company website, one-on-one consultations, and referrals from existing Board members, supported by memberships in the Community Association Institute (CAI), California Association of Community Managers (CACM), and Institute of Real Estate Management (IREM). The firm lists five staff members, led by President Antoinette Stratton (CCAM-certified, 22+ years' experience), Senior Property Manager Aza Ingraham (30+ years), and Property Manager Angela Mazi (6+ years exclusively in community associations), supported by an Administrative Services Specialist and Administrative Assistant. The technology stack is not proprietary; the firm depends on third-party platforms such as HoaBankServices for online payments and MPSolutions for homeowner account inquiry, and has launched a Certified Vendor Program and homeowner login portal as adjuncts to its core management offering.
Balboa Management Group firmographics
Firmographics- Name
- Balboa Management Group
- Legal name
- Balboa Management Group
- Website
- https://balboamgmt.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Balboa Management Group is a privately held Brea, California-based HOA and community association management firm offering Southern California associations a bundled "All Inclusive" flat monthly fee covering financial, maintenance, customer service, and property management operations.
- Ownership category
- akta.pro rank
Balboa Management Group industry classification
Industry- Product category
- Community Association Management
- NAICS
- Services to Buildings and Dwellings (5617), Administrative and Support Services (561)
- SIC
- Services-To Dwellings & Other Buildings (7340), Services-Management Services (8741)
- akta.pro primary industry
- Homeowners Association (HOA) Management (BPAJAHAB)
- akta.pro secondary industries
- HOA / Condominium Association Management (BPAJAFAH), Association Maintenance, Vendor & Capital Project Management (BPAJAHAM), Association Accounting, Budgeting & Financial Reporting Services (BPAJAHAL)
Keywords
Where Balboa Management Group is headquartered
LocationHeadquarters
- HQ city
- Brea
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Balboa Management Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- All-Inclusive Property Management Services: Monthly flat fee for comprehensive property management services including customer service, financial services, maintenance coordination, and property management. Additional services available as add-ons at client discretion.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | All-Inclusive Flat Monthly Fee |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Balboa Management Group product offering
Product offeringCore offering
Balboa Management Group provides full-service community association (HOA) management in Southern California through a single all-inclusive flat monthly fee. The service bundle encompasses Customer Service with 24/7 emergency response, Financial Services including assessment billing and reserve fund investment assistance, Maintenance Services with vendor management and contract negotiation, day-to-day Property Management with board meeting attendance and property inspections, and Administrative Services support.
Product overview
Balboa Management Group offers a unified "All Inclusive" property management service for community associations in Southern California. The core offering is a single flat monthly fee model that encompasses four integrated service modules: Customer Service (24/7 emergency response and maintenance request handling), Financial Services (billing, reporting, and accounts payable), Maintenance Services (vendor management and contract coordination), and Property Management (board support and day-to-day operations). An Administrative Services component provides operational support. This differs from traditional management companies by bundling all services into one transparent fee rather than charging separately for individual services.
Differentiator
Problem solved
Functional benefit
Products and services
- All Inclusive Property Management
Companies that use Balboa Management Group
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Balboa Management Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Balboa Management Group partnerships and signals
Strategic signalScale indicators5 records
Recent moves1 record
Expansion highlights3 records
Balboa Management Group competitors and assessment
Company assessmentDirect peers
- The Management Trust: West Coast community association and property management firm providing HOA management with financial, vendor, and board support services. Comparable in service offering, scale, and West Coast regional focus.
- Powerstone Property Management: California-based full-service community association management company with offices in Irvine and other Southern California cities. Direct competitor offering bundled HOA services (financial, maintenance, board support) similar to Balboa.
- Keystone Pacific Property Management: Southern California-based HOA and community association management firm with a similar mid-market, relationship-driven service model. Operates in overlapping geographies (Orange County, Southern California) and serves comparable HOA client profiles.
- Compass Management Group: Regional HOA and condominium management firm providing full-service community association management. Comparable target customers (HOA boards) and similar bundle of customer service, financial, and maintenance modules.
Broad incumbents
- FirstService Residential: Largest residential and HOA management company in North America, serving thousands of community associations across the U.S. and Canada. Comparable business model and target customers, but operates at national scale with technology and resources far beyond Balboa's.
- Associa: One of the largest U.S. community association management firms, providing full-service HOA management, financial, and maintenance services. Directly comparable offering to Balboa but with national footprint and proprietary technology platform.
Regional players
- Community Association Management (CAM) - various local independents: CACM and similar regional/independent HOA management companies operating across Southern California cities. Direct competitors of similar scale, sharing relationship-driven, flat-fee or a-la-carte pricing structures.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Balboa Management Group social profiles
Digital presenceBalboa Management Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Balboa Management Group leadership team
Management profileNumber of profiles
Profiles5 records
Balboa Management Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Balboa Management Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Balboa Management Group
What does Balboa Management Group do?
Balboa Management Group provides full-service community association (HOA) management in Southern California through a single all-inclusive flat monthly fee. The service bundle encompasses Customer Service with 24/7 emergency response, Financial Services including assessment billing and reserve fund investment assistance, Maintenance Services with vendor management and contract negotiation, day-to-day Property Management with board meeting attendance and property inspections, and Administrative Services support.
Is Balboa Management Group a public or private company?
Balboa Management Group is a private company. It is classified as unknown and is currently operating.
When was Balboa Management Group founded?
Balboa Management Group was founded in -1. It employs 11 to 50 people.
Where is Balboa Management Group based?
Balboa Management Group is headquartered in Brea, United States, in the North America region.
How does Balboa Management Group make money?
One revenue line is on record: all-Inclusive Property Management Services.
Who are Balboa Management Group's main competitors?
Direct peers on record are The Management Trust, Powerstone Property Management, Keystone Pacific Property Management and Compass Management Group. Broad incumbents are FirstService Residential and Associa. Community Association Management (CAM) - various local independents is listed as a regional player.
Does Balboa Management Group have an API?
No public API is recorded for Balboa Management Group.
What industry is Balboa Management Group in?
Balboa Management Group's product category is Community Association Management. Its primary akta.pro industry code is BPAJAHAB, Homeowners Association (HOA) Management, with a secondary code of BPAJAFAH, HOA / Condominium Association Management. Its NAICS code is 5617 and its SIC code is 7340.