Overview
Ipopema Towarzystwo Funduszy Inwestycyjnych is a licensed financial institution that manages investment funds and creates investment strategies tailored to individual investor needs and risk profiles. The company emphasizes responsible investing by incorporating ESG factors into its investment analysis. It also provides information regarding tax obligations related to investments in its funds.
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 2007-08-14. Active
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment fund company | Active |
Authorized Representatives
Manner of representation
To submit declarations of will on behalf of the company, joint action by two members of the management board or by one member of the management board jointly with one of the joint commercial proxies is required.
Supervisory board
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
| 3,533,147 | $2,863,166.13 | 100% |
Beneficial owners
| Person | Rights | |
|---|---|---|
Mirosław Jacek Borys (56)  | Wiceprezes zarządu jednostki dominującej posiadającej 100% akcji zgłaszanej spółki | |
Jacek Lewandowski (54) | Prezes zarządu jednostki dominującej posiadającej 100% akcji zgłaszanej spółki | |
Mariusz Maria Piskorski (54) | Wiceprezes zarządu jednostki dominującej posiadającej 100% akcji zgłaszanej spółki | |
Stanisław Wojciech Waczkowski (52) | Wiceprezes zarządu jednostki dominującej posiadającej 100% akcji zgłaszanej spółki |
Subsidiaries
| Name | Share value | Stake | ||
|---|---|---|---|---|
Ipopema Fund Servicessp. z o.o. | 602,377.09 USD | 50% |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych PZUS.A. | $74,880,558.05 | pzu.pl | ||
| PFR Towarzystwo Funduszy InwestycyjnychS.A. | $66,272,628.64 | pfrtfi.pl | ||
| Powszechne Towarzystwo Emerytalne PZUS.A. | $56,847,858.30 | pzu.pl | ||
| KRUK Towarzystwo Funduszy InwestycyjnychS.A. | $52,833,964.42 | kruktfi.pl | ||
| Generali Investments Towarzystwo Funduszy InwestycyjnychS.A. | $40,129,559.04 | generali-investments.pl | ||
| Investors Towarzystwo Funduszy InwestycyjnychS.A. | $33,771,015.70 | investors.pl | ||
| Forum Towarzystwo Funduszy InwestycyjnychS.A. | $26,345,866.20 | forumtfi.pl | ||
| Eques Investment Towarzystwo Funduszy InwestycyjnychS.A. | $23,918,192.87 | eitfi.pl | ||
| Intrum Towarzystwo Funduszy InwestycyjnychS.A. | $19,459,568.06 | intrumtfi.pl | ||
| Ultimo Towarzystwo Funduszy InwestycyjnychS.A. | $17,520,410.05 | ultimotfi.pl |
Change history
| Date | Event | |
|---|---|---|
| 2015-11-30 | Share capital change (5,000,001.00 PLN → 10,599,441.00 PLN) | |
| 2014-05-29 | Share capital change (3,000,000.00 PLN → 5,000,001.00 PLN) | |
| 2013-02-18 | Address change (Waliców 11, 00-851, Warszawa → Próżna 9, 00-107, Warszawa) | |
| 2011-01-14 | PKD change (Removed: 65.23.Z, 67.12.A, 67.12.B; Added: 64.30.Z, 64.99.Z, 66.19.Z, 66.30.Z) | |
| 2008-06-05 | Share capital change (2,700,000.00 PLN → 3,000,000.00 PLN) |
FAQ
Last updated: 2026-07-16