What is the main business of Socrates Investment?

The main business activity of Socrates Investment focuses on trusts, funds and similar financial entities.

When was the company founded?

The company was registered in the Polish National Court Register (KRS) on January 18, 2008.

Where is the headquarters located?

The headquarters is located at: ul. Marii Skłodowskiej-Curie 25, 40-058 Katowice.

What is the share capital?

The share capital of the company is PLN 725,000 (approx. $195,840).

What period do the latest financial data cover?

The latest available financial statement covers the period from January 1, 2025 to December 31, 2025.

What was the revenue?

The company reported a revenue of $221,713 in 2025, which is an increase of 26.9% compared to 2024.

No, the company recorded a net loss of $1,989,751 in 2025. For comparison, in 2024 the loss was $1,719,630, meaning the company increased its loss by 15.4%.

Which cost dominates operating expenses?

The largest operating cost category falls under employee remuneration. This category amounted to $244,574 in 2025, representing 54% of all operating expenses.

Socrates InvestmentS.A.

Trusts, funds and similar financial entities

KRS: NIP: REGON:

Overview

Status

Active

Registry date

2008-01-18

Share capital

725 000,00 PLN

Activity description

Socrates Investment is a company that provides legal assistance and representation for minority shareholders in the energy sector, specifically in disputes against PGE SA. They have represented over 26,000 minority shareholders seeking compensation related to the consolidation of the energy sector and violations of shareholder rights. The company has extensive experience in complex court disputes and has helped approximately 25,000 minority shareholders over the past 15 years.

Registered address

ul. Marii Skłodowskiej-Curie 25/3, 40-058 Katowice, Poland

Website

socratesinvestment.pl

Phone

Electronic delivery address

AE:PL-36438-82570-ACFDA-26

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

Revenue

This companyUSD 221.71kMedianUSD 65.00kAverageUSD 1.33m

Net profit

This companyUSD -1.99mMedianUSD -5.25kAverageUSD 454.35k

Operating costs

This companyUSD 452.07kMedianUSD 30.02kAverageUSD 268.27k

Assets

This companyUSD 11.54mMedianUSD 1.63mAverageUSD 10.09m

Industry

Bank accounts

Registered as a VAT taxpayer on 2008-09-01. Active

Bank spółdzielczy
27 8436 0003 0000 0026 6772 0003

Debt

1 closed proceeding recorded in KRZ history. Closed proceedings in history

Registration date	Proceeding type	Status
Jan 11, 2023	Amendment of an arrangement in restructuring proceedings	Closed

MSiG notices

60 notices recorded in the Court and Commercial Gazette (MSiG).

Publication date	Event
Dec 6, 2022	Arrangement supervisor report
Sep 26, 2022	Arrangement supervisor report
Sep 26, 2022	Arrangement supervisor report
Sep 2, 2022	Shareholders' meeting convened
Aug 26, 2022	Arrangement supervisor report

Public aid

Grant date	Purpose	Gross amount	Granting body
Mar 27, 2019	De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier)	$1,377$1,377	Prezes Zakładu Ubezpieczeń Społecznych

Tenders

No recorded participation in tenders.

Trademarks

Socrates Investment currently holds no active trademarks with the Polish Patent Office. 1 mark has expired or was not registered. The first mark was filed in 2013.

Mark	Number	Classes	Status	Protected until
WSPÓLNA REPREZENTACJA projekt akcjonariuszy spółek energetycznych	Z.415443	35, 36, 45	Not registered	–

Mark	Protected until
WSPÓLNA REPREZENTACJA projekt akcjonariuszy spółek energetycznych	–

Authorized Representatives

Marek Nowak – President of the Management Board

Manner of representation

The following are authorized to submit declarations of will on behalf of the company and to represent it: in the case of a one-person management board, the President of the Management Board independently; in the event that sole commercial procuration has been granted, the commercial proxy independently; in the case of a multi-member management board, joint action by two members of the management board or by one member of the management board together with a commercial proxy is required.

Supervisory board

Andrzej Kołodziej – Supervisory Board Member

Paweł Baranowski – Supervisory Board Member

Szymon Marcin Tomera – Supervisory Board Member

Beneficial owners

Person	Rights

Subsidiaries

	Name	Share value	Stake
	Socrates Investmentsp. z o.o.	1,350.62 USD	100%

Competitors

Name	Revenue	Website
Zlikwidowanisp. z o.o.	$275,940.03	zlikwidowani.pl
Ahorasp. z o.o.	$222,870.83	ahora-polska.pl
Socrates Investment Spółkaz Ograniczoną Odpowiedzialnością IVS.K.A.	$142,542.73	socratesinvestment.pl
Socrates Investment Fundusz PożyczkowyS.K.A.	$120,861.80	socratesinvestment.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

Change history

Date	Event
2016-11-22	Address change (Ul. Henryka Dąbrowskiego 22, 40-032, Katowice → Ul. Marii Skłodowskiej-Curie 25/3, 40-058, Katowice)
2015-05-12	Address change (Sowińskiego 46, 40-018, Katowice → Ul. Henryka Dąbrowskiego 22, 40-032, Katowice)
2015-05-12	PKD change (Removed: 42.99.Z, 64.91.Z, 66.29.Z, 68.20.Z, 68.31.Z, 68.32.Z, 73.11.Z, 79.90.C, 85.59.B)
2012-05-16	Name change (Secus Holding → Socrates Investment)
2012-05-16	PKD change (Added: 64.19.Z, 64.91.Z, 64.92.Z, 64.99.Z, 66.29.Z, 79.90.C, 85.59.B)

FAQ

Last updated: 2026-06-19