UMass Boston Student Managed Fund
Investment Management • 
Boston, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | Boston, Massachusetts, United States |
| NAICS | 5231 |
| Founded | 2008 |
| Employees | 1-10 |
Key Contact at UMass Boston Student Managed Fund
Nguyen Thai
President
About UMass Boston Student Managed Fund
The UMass Boston Undergraduate Student Managed Equity Fund is a student-led investment fund operating under the College of Management’s Asset Management Practicum (AF 444). With over $200,000 in assets under management (AUM), SMF provides undergraduate students at UMass Boston with real-world experience in equity research, portfolio construction, and investment decision-making. The fund employs a long-only equity strategy with the objective of outperforming the S&P 500 benchmark while maintaining sustainable risk management practices. Established in 2008 by the UMass Foundation with an initial capital of $10,000, the fund has grown substantially over the years. Its dual mission is to deliver practical educational value through experiential learning in capital markets and to support the financial advancement and institutional mission of the University of Massachusetts system.
UMass Boston Student Managed Fund revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
UMass Boston Student Managed Fund has never raised funding before.
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Frequently asked questions
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