St&r Portfolio Management
ST&R Portfolio Management is a private, boutique community association management firm providing HOA and condominium management services—including governance, financial oversight, vendor coordination, and 24/7 emergency response—to associations across Washington, Idaho, and Utah.
- Company typePrivate
- Founded2015
- HeadquartersKirkland, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What St&r Portfolio Management does
ST&R Portfolio Management is a privately-held boutique community association management firm founded in March 2015 by CEO Tarra Eshgh and headquartered in Kirkland, Washington. The company delivers full-service management for condominium and homeowners associations across three western U.S. states (Washington, Idaho, and Utah), with regional offices in Kirkland, Meridian, and Park City. Its service portfolio spans board governance and compliance, financial oversight and budgeting, accounts payable/receivable, monthly bank reconciliations, vendor relationship management, site inspections, delinquency and collections management, regulatory compliance enforcement, and 24/7 emergency response, supported by a senior community association manager and accounting staff model.
The firm's underlying technology layer is built on third-party SaaS integrations rather than proprietary systems. Homeowners access accounts, documents, and updates through the CINC Web Axis community portal; make payments and view balances through Alliance Association Bank's secure platform; and complete resale disclosure requests through CondoCerts. ST&R's marketing site is built on the GoDaddy Websites + Marketing platform (implied by the img1.wsimg.com asset host), and uses Google Analytics, Facebook Pixel, and Google Maps Geolocation API for visitor tracking. There is no proprietary AI, automation, or data analytics layer disclosed.
ST&R generates revenue through recurring management fees paid by condominium and homeowners associations under contracted management agreements. Pricing is quote-based and tailored to each community's size, structure, and service scope, with no publicly disclosed rate sheet. Go-to-market is sales-led, targeting Boards directly through management proposal requests, local office presence, CAI chapter engagement, and educational seminars. The firm has approximately 13 team members, holds no disclosed external funding, and is founder-owned with no parent company, subsidiaries, or M&A activity on record.
St&r Portfolio Management firmographics
Firmographics- Name
- St&r Portfolio Management
- Legal name
- ST&R Portfolio Management
- Website
- https://strmgmt.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ST&R Portfolio Management is a private, boutique community association management firm providing HOA and condominium management services—including governance, financial oversight, vendor coordination, and 24/7 emergency response—to associations across Washington, Idaho, and Utah.
- Ownership category
- akta.pro rank
St&r Portfolio Management industry classification
Industry- Product category
- Community Association Management
- SIC
- Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Condominium Association Management (BPAJAHAA)
- akta.pro secondary industry
- Association Compliance, Governance & Board Support Services (BPAJAHAN)
Keywords
Where St&r Portfolio Management is headquartered
LocationHeadquarters
- HQ city
- Kirkland
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
St&r Portfolio Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Community Association Management Services: Recurring management fees from condominium and homeowners associations. Services tailored to each community's size, structure, and long-term goals. Revenue derived from contracted management agreements with boards.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
St&r Portfolio Management product offering
Product offeringCore offering
ST&R Portfolio Management provides full-service community association management for condominium and homeowners associations across Washington, Idaho, and Utah. The firm delivers tailored management solutions covering board governance, financial oversight, vendor coordination, site inspections, regulatory compliance, delinquency management, and homeowner communication, supported by a 24/7 emergency response team and an online community portal for payments and document access.
Product overview
ST&R Portfolio Management offers a unified community association management platform serving condominium and homeowners associations. The core offering consists of two primary service lines: Condominium Association Management (covering cottage-style developments, townhomes, single-family attached communities, mid-rise condominiums, and mixed-use properties) and Homeowners Association Management (for subdivisions and planned communities). These are delivered through a suite of integrated service modules including Association Meeting Participation, Educational Seminars, Vendor Relationship Management, Budget Preparation, Financial Reporting, Asset Monitoring, Delinquency Management, Regulatory Compliance, Site Inspections, Community Portal Access, and Emergency Response. Online payment processing and owner access are facilitated through partnerships with Alliance Association Bank and CINC Web Axis.
Differentiator
Problem solved
Functional benefit
Products and services
- Community Association Management Full-service community association management for condominium and homeowners associations, providing customized, scalable management solutions designed to protect property values, streamline operations, and support effective governance.
- Condominium Association Management Management services for condominium communities including cottage-style developments, townhome communities, single-family attached communities, mid-rise condominiums, and mixed-use properties, addressing complex operational needs, shared infrastructure, and compliance requirements.
- Homeowners Association (HOA) Management Full-service HOA management for subdivision and planned communities across Washington and Idaho, supporting board governance, financial oversight, vendor coordination, and homeowner communication.
- Online Payments and Owner Access Secure online payment system through banking partner platform allowing homeowners to view balances, payment history, set up recurring or one-time payments, and access association documents.
- 24/7 Emergency Response Service Round-the-clock emergency response through in-house maintenance team and on-call emergency services for communities managed by ST&R.
Companies that use St&r Portfolio Management
Customer profileSegments3 records
Ideal customer profiles3 records
St&r Portfolio Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature3 records
St&r Portfolio Management partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Washington State Chapter Community Associations Institute (WSCAI)coreST&R Portfolio Management is a proud member of WSCAI. The company actively promotes attendance of classes and events organized by the CAI Chapter, which offer valuable informational and educational insights presented by legal experts, insurance professionals, general contractors, engineers, and other industry specialists.
- Idaho State Chapter Community Associations Institute (IDCAI)coreST&R Portfolio Management is a proud member of IDCAI. The company actively promotes attendance of classes and events organized by the CAI Chapter for continuous learning and professional growth in the community association management industry.
- CINC (Community Association Software)coreCINC provides the community portal platform used by ST&R for homeowner access to accounts, documents, payments, and updates. Homeowners can register and log in through the CINC-powered portal at strmgmt.cincwebaxis.com.
- Alliance Association BankcoreBanking partner providing secure online payment processing platform for homeowners. Enables view balances and payment history, recurring or one-time payments, and association document access. ST&R directs homeowners to Alliance Association Bank's secure platform at pay.allianceassociationbank.com.
- Community Association ExpertsminorCollaborates with Community Association Experts to host informative Q&A seminars for Board members. Educational seminars are a cornerstone of ST&R's commitment to advancing Community Association Management and Board education.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
St&r Portfolio Management competitors and assessment
Company assessmentDirect peers
- CCMC: Large US community management company providing full-service HOA and condominium management with similar client base (residential Boards and homeowner associations). Closely comparable operating model with on-site managers, financial services, and amenity coordination.
- RealManage: National HOA and condominium management company serving communities across multiple US states, with a proprietary technology platform. Directly competes for the same Board contracts that ST&R pursues, with similar service modules.
- Cedar Management Group: Community association management company providing HOA and condominium services across multiple southeastern and midwestern states. Closely comparable operating model with Board governance support, financial services, and on-site community management.
- Kuester Management Group: Mid-sized community association management firm serving HOAs, condominiums, and mixed-use communities. Comparable in service model (financial reporting, vendor management, Board support) and target customer (residential Boards).
Regional players
- Cascade Management Group: Pacific Northwest-based community association and HOA management firm serving Washington and Oregon. Closely comparable as a regional peer in ST&R's home geography, competing for the same Boards and offering similar portfolio management services.
Broad incumbents
- FirstService Residential: Division of FirstService Corporation and one of the largest residential property managers in North America, with significant Pacific Northwest presence. Operates in the same HOA and condominium management category as ST&R but at national scale with broader service lines.
- Associa: Largest US community association management company, managing thousands of HOAs and condominiums across the country. Directly comparable because it serves the same Boards/condo associations ST&R targets, but at much greater scale and geographic breadth.
Market position
Strengths5 records
Weaknesses3 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
St&r Portfolio Management social profiles
Digital presenceSt&r Portfolio Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
St&r Portfolio Management leadership team
Management profileNumber of profiles
Profiles11 records
St&r Portfolio Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
St&r Portfolio Management 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 St&r Portfolio Management
What does St&r Portfolio Management do?
ST&R Portfolio Management provides full-service community association management for condominium and homeowners associations across Washington, Idaho, and Utah. The firm delivers tailored management solutions covering board governance, financial oversight, vendor coordination, site inspections, regulatory compliance, delinquency management, and homeowner communication, supported by a 24/7 emergency response team and an online community portal for payments and document access.
Is St&r Portfolio Management a public or private company?
St&r Portfolio Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was St&r Portfolio Management founded?
St&r Portfolio Management was founded in 2015. It employs 1 to 10 people.
Where is St&r Portfolio Management based?
St&r Portfolio Management is headquartered in Kirkland, United States, in the North America region.
How does St&r Portfolio Management make money?
One revenue line is on record: community Association Management Services.
Who are St&r Portfolio Management's main competitors?
Direct peers on record are CCMC, RealManage, Cedar Management Group and Kuester Management Group. Cascade Management Group is listed as a regional player. Broad incumbents are FirstService Residential and Associa.
Does St&r Portfolio Management have an API?
No public API is recorded for St&r Portfolio Management.
What industry is St&r Portfolio Management in?
St&r Portfolio Management's product category is Community Association Management. Its primary akta.pro industry code is BPAJAHAA, Condominium Association Management, with a secondary code of BPAJAHAN, Association Compliance, Governance & Board Support Services. Its SIC code is 6531.