Asset Manager

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ServiceTrade

ServiceTrade is a software company based in Durham, United States, founded in 2012. It offers a SaaS platform for managing job scheduling, technician...

ServiceTrade

ServiceTrade is a software company based in Durham, United States, founded in 2012. It offers a SaaS platform for managing job scheduling, technician scheduling, and routing for single or multiple offices. The company has secured $119.1 million in total funding.

General information

Firm type

Asset Manager

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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