Mason Investment Fund

Investment Management • 101 Ukrop Way, Miller 2003, United States • 21-50 Employees

Company overview

Headquarters	101 Ukrop Way, Miller 2003, Williamsburg, VA 23186, US
Website	wm.edu
NAICS	5231
Founded	2002
Employees	21-50

Key Contact at Mason Investment Fund

Michael Foley

President

Mason Investment Fund Email Formats

Mason Investment Fund uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@wm.edu), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@wm.edu	100%

About Mason Investment Fund

The Mason Investment Fund is an undergraduate investment fund run by members of the Mason Investment Club at the College of William & Mary. The Fund took control of $20,000 in 2002 as part of a substantial donation from alumna Aubrey Mason. This donation served as the initial capital used to start and grow the Fund, and as of September 2025, it stands at $70,000. The Fund provides an excellent opportunity for both experienced and beginning investors to become involved in the active management of a sizable investment fund. Members attend weekly meetings which consist of a market update, portfolio review and stock or educational presentations. The principal motive is to provide students the opportunity to engage in equity research and test market strategies, enhancing their educational experience while simultaneously driving value. Students thus gain hands-on experience in developing their knowledge of security research, valuation techniques and portfolio management.

Mason Investment Fund revenue & valuation

Annual revenue	$1,796,655
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$5,800,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Vice President

Senior

Funding Data

Mason Investment Fund has never raised funding before.

Frequently asked questions

Mason Investment Fund is located in 101 Ukrop Way, Miller 2003, US.

Mason Investment Fund was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Mason Investment Fund has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Mason Investment Fund

Michael Foley

President

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