Overview
White Berg Towarzystwo Funduszy Inwestycyjnych S.A. manages investment funds and serves products for investors. It operates as an investment fund company focused on financial markets and asset management.
Financials
Revenue history (in m)
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
Industry
Bank accounts
Registered as a VAT taxpayer on 2020-04-17. Active
10 1240 6292 1111 0011 0064 9331- 40 1240 6292 1978 0011 0224 9979
- 69 1240 6292 1111 0011 0369 3584
Debt
1 closed proceeding recorded in KRZ history. Closed proceedings in history
| Registration date | Proceeding type | Status | |
|---|---|---|---|
| Jun 30, 2025 | Discontinued enforcement proceedings | Closed |
MSiG notices
| Publication date | Event | |
|---|---|---|
| May 14, 2025 | Call to creditors |
Public aid
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Jun 20, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $9,311 | Prezes Zakładu Ubezpieczeń Społecznych | |
| May 30, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $7,884 | Prezes Zakładu Ubezpieczeń Społecznych | |
| May 30, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $7,603 | Prezes Zakładu Ubezpieczeń Społecznych |
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment fund company | Active |
Authorized Representatives
Manner of representation
In the case of a multi-member management board, declarations of will are made and documents are signed on behalf of the company by two members of the management board acting jointly, or by one member of the management board jointly with a commercial proxy.
Supervisory board
Beneficial owners
| Person | Rights |
|---|---|
Anna Maria Klimas (46)  | Other natural person. |
Jakub Stolarczyk (45) | Other natural person. |
Marek Wołos (50) | Other natural person. |
Competitors
| Name | Revenue | Website | |
|---|---|---|---|
| PRA Group Towarzystwo Funduszy InwestycyjnychS.A. | $16,751,272.24 | pragrouptfi.pl | |
| Rockbridge Towarzystwo Funduszy InwestycyjnychS.A. | $15,702,015.33 | rockbridge.pl | |
| BPS Towarzystwo Funduszy InwestycyjnychS.A. | $13,564,124.30 | bpstfi.pl | |
| Velofunds Towarzystwo Funduszy InwestycyjnychS.A. | $10,258,570.07 | velofunds.pl | |
| Agiofunds Towarzystwo Funduszy InwestycyjnychS.A. | $9,573,369.31 | agiofunds.pl | |
| Amundi Polska Towarzystwo Funduszy InwestycyjnychS.A. | $7,820,961.70 | amundi.pl | |
| Opoka Towarzystwo Funduszy InwestycyjnychS.A. | $7,076,928.50 | opokatfi.pl | |
| VIG / C-Quadrat Towarzystwo Funduszy InwestycyjnychS.A. | $6,570,172.75 | vigcq-tfi.pl | |
| Superfund Towarzystwo Funduszy InwestycyjnychS.A. | $5,484,975.11 | superfund.pl | |
| Mount Towarzystwo Funduszy InwestycyjnychS.A. | $4,112,870.43 | mounttfi.pl |
Change history
| Date | Event |
|---|---|
| 2025-05-28 | Share capital change (3,350,000.00 PLN → 3,210,000.00 PLN) |
| 2024-12-18 | Share capital change (3,050,000.00 PLN → 3,350,000.00 PLN) |
| 2022-04-11 | Share capital change (2,750,000.00 PLN → 3,050,000.00 PLN) |
| 2021-11-26 | Address change (Stojałowskiego 27, 43-300, Bielsko-Biała → Sienna 75, 00-833, Warszawa) |
| 2021-05-31 | Share capital change (2,000,000.00 PLN → 2,750,000.00 PLN) |
FAQ
Last updated: 2026-07-20