Overview
Rockbridge Towarzystwo Funduszy Inwestycyjnych is an investment company that offers a variety of investment and savings products to both Polish and international clients. Their offerings include investment funds, savings plans, pension plans, and asset management services. They have over 20 years of experience in asset management, catering to individual and institutional clients.
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 1999-03-01. Active
41 1140 0000 0000 2200 2400 1009
83 1880 0009 0000 0013 0055 9000
44 2490 0005 0000 4600 4129 1273
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
| Publication date | Event | |
|---|---|---|
| Dec 11, 2015 | Commercial Companies Code notice |
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 | –– | Prezes Zakładu Ubezpieczeń Społecznych | |
| May 30, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | –– | Prezes Zakładu Ubezpieczeń Społecznych | |
| May 30, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | –– | Prezes Zakładu Ubezpieczeń Społecznych |
Tenders
No recorded participation in tenders.
Trademarks
Rockbridge Towarzystwo Funduszy Inwestycyjnych holds 7 active trademarks registered with the Polish Patent Office. The first mark was filed in 2017.
| Mark | Protected until | |
|---|---|---|
| BeGlobal(word) | Jun 6, 2032 | |
| be:global | Jun 6, 2032 | |
| BeGlobal SFIO(word) | Jun 6, 2032 | |
| Rockbridge(word) | Sep 25, 2027 | |
| Rockbridge | Sep 25, 2027 |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment fund company | Active |
Authorized Representatives
Manner of representation
Two members of the management board acting jointly, or one member of the management board jointly with a commercial proxy, including one joint commercial proxy, are authorised to submit declarations of will on behalf of the company.
Supervisory board
Beneficial owners
| Person | Rights |
|---|---|
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy InwestycyjnychS.A. | $40,129,559.04 | generali-investments.pl | ||
| Investors Towarzystwo Funduszy InwestycyjnychS.A. | $33,771,015.70 | investors.pl | ||
| Skarbiec Towarzystwo Funduszy InwestycyjnychS.A. | $33,203,619.79 | skarbiec.pl | ||
| Quercus Towarzystwo Funduszy InwestycyjnychS.A. | $19,516,194.28 | quercustfi.pl | ||
| PRA Group Towarzystwo Funduszy InwestycyjnychS.A. | $16,751,272.24 | pragrouptfi.pl | ||
| BPS Towarzystwo Funduszy InwestycyjnychS.A. | $13,564,124.30 | bpstfi.pl | ||
| Mtowarzystwo Funduszy InwestycyjnychS.A. | $12,749,714.72 | mtfi.pl | ||
| White Berg Towarzystwo Funduszy InwestycyjnychS.A. | $10,723,287.00 | whitebergtfi.pl | ||
| Agiofunds Towarzystwo Funduszy InwestycyjnychS.A. | $9,573,369.31 | agiofunds.pl | ||
| Opoka Towarzystwo Funduszy InwestycyjnychS.A. | $7,076,928.50 | opokatfi.pl |
Change history
| Date | Event | |
|---|---|---|
| 2023-05-18 | Share capital change (30,246,192.00 PLN → 27,251,869.00 PLN) | |
| 2022-12-21 | Share capital change (27,251,869.00 PLN → 30,246,192.00 PLN) | |
| 2020-12-31 | Share capital change (29,501,336.00 PLN → 27,251,869.00 PLN) | |
| 2018-06-21 | Address change (Bonifraterska 17, 00-203, Warszawa → Ul. Marszałkowska 142, 00-061, Warszawa) | |
| 2018-01-04 | Share capital change (23,456,525.00 PLN → 29,501,336.00 PLN) |
FAQ
Last updated: 2026-10-07