Asset Manager

Updated:

ServiceTrade

ServiceTrade is a Durham-based vertical SaaS platform for commercial HVAC and fire protection contractors, led by CEO Billy Marshall.

ServiceTrade

ServiceTrade was co-founded by Billy Marshall and Brett Bumgarner, launching as a field-service software platform for commercial HVAC and mechanical contractors. The company's founding dates to the early 2010s, though the precise year is not publicly confirmed. ServiceTrade serves as an operating company, not an investment vehicle, focused on building and scaling its enterprise software product. The platform automates dispatching, invoicing, and compliance documentation for service contractors, with a stated customer base of over 1,000 firms across the United States and Canada. ServiceTrade integrates with commercial building management systems and tracks equipment histories, positioning itself in the PropTech and Industrial Tech intersection. The company has not publicly disclosed venture capital backing or financials. ServiceTrade's workforce size and revenue figures are private. The company maintains its headquarters in Durham, North Carolina, with no additional offices confirmed. No philanthropic arm or adjacent vehicles have been publicly identified. ServiceTrade's structural differentiator is its position as a vertical SaaS operator in a niche that has historically operated on paper and spreadsheets. The company competes with legacy systems and smaller regional software providers, building a proprietary data set on commercial property maintenance patterns.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Durham

Corporate office

Durham, NC, United States

Principals

Billy Marshall

CEO

Brett Bumgarner

CTO

Sector focus

Enterprise SoftwarePropTechIndustrial Tech

Frequently asked questions

Who runs investment decisions at ServiceTrade?

ServiceTrade is an operating company, not an investment firm. CEO Billy Marshall and CTO Brett Bumgarner lead the company's strategic direction. No external CIO or investment committee has been publicly identified.

Is ServiceTrade structured as a family office?

No. ServiceTrade is a privately held software company providing field-service management solutions. The company's structure is that of an operating business, not a family office or asset manager.

Does ServiceTrade manage external capital?

ServiceTrade does not appear to manage third-party capital. The company's financial structure is not publicly disclosed, but no investment funds or managed assets have been identified.

What sectors does ServiceTrade focus on?

ServiceTrade serves commercial HVAC, fire protection, and mechanical service contractors. The platform covers dispatching, invoicing, compliance documentation, and equipment history tracking.

Is ServiceTrade related to any larger family office or investment group?

No publicly known affiliation exists between ServiceTrade and any family office, investment group, or conglomerate. The company appears to be an independent operating entity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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