The Copeland Group

Name

The Copeland Group

Legal name

The Copeland Group, LLC

Website

https://copelandgrp.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

The Copeland Group is a Seattle-based, AAMC-accredited community association management company serving HOAs and condo associations in the greater Seattle area through six integrated service modules delivered by 100% CAI-certified Association Managers.

Ownership category

akta.pro rank

Product category

Community Association Management

NAICS

Real Estate Property Managers (53131), Residential Property Managers (531311)

SIC

Real Estate Agents & Managers (For Others) (6531), Services-To Dwellings & Other Buildings (7340), Services-Management Services (8741)

akta.pro primary industry

Association Maintenance, Vendor & Capital Project Management (BPAJAHAM)

akta.pro secondary industries

Association Compliance, Governance & Board Support Services (BPAJAHAN), Townhome & PUD Association Management (BPAJAHAE)

Keywords

• Community association management
• Homeowners association management
• Condo association management
• Property management services
• Association financial management

Headquarters

HQ city

Seattle

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, Others

Revenue model

1. Community Association Management Services: The company provides comprehensive professional management services for community associations including administration, communication, finance, maintenance, project administration, and developer services. Revenue is generated through recurring management fees charged to community associations. Services are priced on a quote/proposal basis depending on association size and needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

The Copeland Group provides full-service professional management for homeowners associations, condominium associations, and developers in the greater Seattle area. Services span administration, communication, finance, maintenance, project administration, and new-developer association setup. Services are delivered under recurring management-fee contracts to community associations of up to 200 units.

Product overview

The Copeland Group is a professional community association management company offering a unified suite of six integrated service modules: Administration, Communication, Finance, Maintenance, Project Administration, and Developer services. Together, these services provide comprehensive management for community associations, covering administrative support, financial services, property maintenance, major project oversight, and new development guidance. The company manages associations ranging up to 200 units including downtown high-rises, multi-building complexes, townhome units, historic buildings, and conversions. Services are delivered through cloud-based owner portals and integrate with third-party platforms for payments and document management.

Differentiator

Problem solved

Functional benefit

Products and services

• Administration Professional association administration services including correspondence drafting, board counsel, rule enforcement, file maintenance, insurance liaison, and meeting coordination for community association boards and homeowners.
• Communication Communication management for community associations including verbal and written stakeholder communications, monthly management reports, cloud-based owner portal access, and emergency after-hours response services.
• Finance Financial management services for community associations including account management, assessment collection via ACH, bill payment, budgeting, and accrual/modified-accrual financial statements prepared in-house.
• Maintenance Property maintenance services for community associations including bid and contract management, cleanliness oversight, repairs, preventative maintenance programs, reserve study monitoring, and vendor relationship management.
• Project Administration Major repair, maintenance, and restoration project oversight for community associations including consultant hiring, project specification drafting, contractor bid solicitation, contract negotiation, progress monitoring, and homeowner coordination.
• Developer Services New community association creation support for residential developers including governing document drafting, initial budget development, management setup, purchaser inquiry handling, initial member meeting coordination, and transition to a fully functioning homeowner-controlled association.

Named customers4 records

Segments3 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

Partnerships

Three partnerships are on record, tiered core and minor.

• Community Associations Institute (CAI)coreOthersActive member and Gold sponsor of the national Community Associations Institute organization. CAI is a national organization dedicated to fostering vibrant, responsive, competent community associations. The company maintains AAMC accreditation through CAI and supports CAI's mission to assist community associations in promoting harmony, community, and responsible leadership. 100% of Association Managers hold CAI designations or certifications; senior managers hold PCAM designation.
• Washington State Chapter of CAI (WSCAI)coreOthersActive member and Gold sponsor of the Washington State Chapter of Community Associations Institute, providing regional industry leadership and networking opportunities in the company's primary service market.
• Barker Martin, P.S.minorStrategic or Co-development PartnerPacific Northwest law firm focusing on community association law. Partner Dan Zimberoff has contributed educational content to The Copeland Group's blog on neighborhood watch program liability and security best practices. Represents a strategic relationship with legal expertise provider for the company's client base.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Emerging players

• Amberley Homes (community management arm): Emerging Pacific Northwest community manager focused on smaller HOA developments and developer transitions in the Seattle metro. Comparable in niche market focus to The Copeland Group's developer and smaller-association services.

Broad incumbents

• RealManage: RealManage is a national community management company serving HOAs, condominiums, and master-planned communities across multiple U.S. markets. It competes for the same board-driven, full-service management contracts as The Copeland Group, with proprietary technology and broader scale.
• Sentry Management: Sentry Management is a longstanding community association management firm with offices across the U.S., offering financial, administrative, and maintenance services to HOAs and condos. It overlaps with The Copeland Group on full-service association management for mid-market communities.
• FirstService Residential: FirstService Residential is one of North America's largest residential property and association managers with significant Pacific Northwest presence. It overlaps with The Copeland Group on HOA/condo management services for mid-market associations but at much greater scale and geographic reach.
• Associa: Associa is the largest U.S. community association management company, managing thousands of HOAs and condominiums nationwide. It competes with The Copeland Group for Seattle-area association clients but operates as a broad incumbent with a much larger portfolio and proprietary technology platform.

Regional players

• Pacific Northwest HOA Management: Pacific Northwest HOA Management is a regional competitor providing HOA and condominium association management services in the greater Seattle/Washington market. Directly comparable to The Copeland Group in geography and service mix, though without disclosed AAMC accreditation.
• Cornerstone Management Group: Cornerstone Management Group is a Pacific Northwest HOA/condo management firm offering full-service community association management in the broader Seattle and Washington market. It directly competes with The Copeland Group on regional association contracts but does not serve beyond its footprint.

Direct peers

• CAMS (Community Association Management Services): CAMS is a focused community association management firm serving HOAs and condominiums with similar full-service administration, finance, maintenance, and board support offerings. It is directly comparable to The Copeland Group in service mix and mid-market positioning.
• HOAM Solutions: HOAM Solutions provides community association management focused on HOA and condominium boards, offering financial, administrative, and maintenance services similar to The Copeland Group. It is a comparable mid-market specialist competing for association clients.
• Community Management Group: Community Management Group provides full-service HOA and condominium management including administration, accounting, and maintenance. Comparable to The Copeland Group in service scope and mid-market community association focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-copeland-group-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 The Copeland Group