Overview
Forum Towarzystwo Funduszy Inwestycyjnych is an independent company specializing in the administration and management of various investment instruments in Poland. It offers dedicated funds, debt funds, and alternative funds, focusing on capital investment services and innovative investment vehicles for both individual and corporate clients. Since its establishment in 2007, the company has managed assets totaling nearly 30 billion PLN and created almost 150 investment 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 2006-10-16. Active
10 1160 2202 0000 0005 5659 4190- 19 1160 2202 0000 0005 4477 5257
40 1140 0000 0000 5446 3000 1003
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Real estate
| Type | Amount |
|---|---|
Buildings and premises | PLN 31,571PLN 31,571 |
MSiG notices
| Publication date | Event | |
|---|---|---|
| Oct 22, 2010 | Commercial Companies Code notice | |
| Mar 9, 2010 | Call to creditors |
Public aid
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Sep 20, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $12,258$12,258 | Prezes Zakładu Ubezpieczeń Społecznych | |
| May 30, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $16,316$16,316 | Prezes Zakładu Ubezpieczeń Społecznych | |
| May 30, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $15,687$15,687 | Prezes Zakładu Ubezpieczeń Społecznych |
Tenders
No recorded participation in tenders.
Trademarks
Forum Towarzystwo Funduszy Inwestycyjnych holds 3 active trademarks registered with the Polish Patent Office. 2 marks have expired or were not registered. The first mark was filed in 2008.
| Mark | Protected until | |
|---|---|---|
| FORUM Towarzystwo Funduszy Inwestycyjnych S.A. | Jul 9, 2031 | |
| FORUM TFI | Feb 5, 2030 | |
| FORUM Towarzystwo Funduszy Inwestycyjnych(word) | Feb 5, 2030 | |
| FORUM TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH(word) | – | |
| FORUM TFI | – |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment fund company | Active |
Authorized Representatives
Manner of representation
Two members of the management board acting jointly or a member of the management board acting jointly with a commercial proxy are authorized to represent the company.
Supervisory board
Ownership
| Owner | Share value | Stake |
|---|---|---|
Ariel Investment Finance S.á R.l. | $270,124.26 | 100% |
Beneficial owners
| Person | Rights |
|---|---|
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 | ||
| 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 | ||
| Intrum Towarzystwo Funduszy InwestycyjnychS.A. | $19,459,568.06 | intrumtfi.pl | ||
| Ultimo Towarzystwo Funduszy InwestycyjnychS.A. | $17,520,410.05 | ultimotfi.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 |
Change history
| Date | Event | |
|---|---|---|
| 2022-08-10 | Address change (Zabłocie 25/20, 30-701, Kraków → Wadowicka 3c, 30-347, Kraków) | |
| 2016-12-07 | PKD change (Added: 66.12.Z) | |
| 2014-03-17 | Address change (Księcia Józefa 186, 30-243, Kraków → Zabłocie 25/20, 30-701, Kraków) | |
| 2009-06-17 | Share capital change (500,000.00 PLN → 1,000,000.00 PLN) | |
| 2009-03-12 | Address change (Starowiślna 13, 31-038, Kraków → Księcia Józefa 186, 30-243, Kraków) |
FAQ
Last updated: 2026-04-13