Socrates Investment Fundusz PożyczkowyS.K.A.
Other financial service activities, except insurance and pension funding not elsewhere
Overview
Socrates Investment Spółka Z Ograniczoną Odpowiedz is a legal assistance provider that represents minority shareholders in disputes against energy companies, particularly PGE SA. The company has helped approximately 25,000 minority shareholders recover damages related to the consolidation of the energy sector and violations of shareholder rights. It currently represents over 26,000 individuals in legal actions for compensation.
Financials
Revenue history (in k)
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 2010-12-01. Active
No bank accounts reported to the VAT Taxpayer Register.
Debt
6 closed proceedings recorded in KRZ history. Closed proceedings in history
| Registration date | Proceeding type | Status | |
|---|---|---|---|
| Dec 19, 2025 | Discontinued enforcement proceedings | Closed | |
| Dec 19, 2025 | Discontinued enforcement proceedings | Closed | |
| Dec 19, 2025 | Discontinued enforcement proceedings | Closed | |
| Dec 19, 2025 | Discontinued enforcement proceedings | Closed | |
| Dec 19, 2025 | Discontinued enforcement proceedings | Closed |
MSiG notices
19 notices recorded in the Court and Commercial Gazette (MSiG).
| Publication date | Event | |
|---|---|---|
| Sep 2, 2022 | Shareholders' meeting convened | |
| Jan 4, 2021 | Commercial Companies Code notice | |
| Dec 16, 2020 | Commercial Companies Code notice | |
| Nov 30, 2020 | Commercial Companies Code notice | |
| Nov 12, 2020 | Commercial Companies Code notice |
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Supervisory board
General partners
Manner of representation
The right to represent the company is vested in the general partner. Each member of the management board is authorized to make declarations on behalf of and represent the general partner independently.
Beneficial owners
| Person | Rights | |
|---|---|---|
Marcin Juzoń (54)  | Kontroluje spółki posiadające ponad 25% akcji |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Zlikwidowanisp. z o.o. | $275,940.03 | zlikwidowani.pl | ||
| Ahorasp. z o.o. | $222,870.83 | ahora-polska.pl | ||
| Socrates InvestmentS.A. | $221,713.08 | socratesinvestment.pl | ||
| Socrates Investment Spółkaz Ograniczoną Odpowiedzialnością IVS.K.A. | $142,542.73 | socratesinvestment.pl | ||
| Assay Management AssayS.K.A. | $111,321.29 | assay.pl | ||
| Socrates Investment EnergyS.K.A. | $74,031.02 | socratesinvestment.pl | ||
| Custodia Capital Zzasi Fo Opportunities Asi Spółka Komandytowo–AkcyjnaS.K.A. | $45,730.67 | custodiacapital.pl | ||
| Socrates Investment VIS.K.A. | $30,326.45 | socratesinvestment.pl | ||
| Secus Private EquityS.A. | $29,551.43 | socratesinvestment.pl | ||
| Wspólna ReprezentacjaS.A. | $15,350.76 | wspolnareprezentacja.pl |
Change history
| Date | Event | |
|---|---|---|
| 2018-05-09 | Name change (Socrates Investment Spółka Akcyjna Fundusz Pożyczkowy → Socrates Investment Spółka Z Ograniczoną Odpowiedzialnością Fundusz Pożyczkowy) | |
| 2017-01-26 | Address change (Ul. Henryka Dąbrowskiego 22, 40-032, Katowice → Ul. Marii Skłodowskiej-Curie 25/3, 40-058, Katowice) | |
| 2016-04-22 | Address change (Ul. Henryka Dąbrowskiego 32, 40-032, Katowice → Ul. Henryka Dąbrowskiego 22, 40-032, Katowice) | |
| 2015-05-14 | Address change (Sowińskiego 46, 40-018, Katowice → Ul. Henryka Dąbrowskiego 32, 40-032, Katowice) | |
| 2015-05-14 | PKD change (Removed: 46.18.Z, 46.19.Z, 63.12.Z, 64.91.Z, 69.20.Z, 73.11.Z, 73.12, 77.33.Z, 82.20.Z) |
FAQ
Last updated: 2026-06-19