Overview
Ceres Dom Inwestycyjny is an independent brokerage firm that specializes in investment advisory services and asset management. It offers a wide range of investment products and manages corporate financial surpluses for businesses, foundations, and associations using global investment solutions. The company provides tailored financial advice and access to various investment funds to meet the unique needs of its clients.
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 2011-06-07. Active
66 1600 0003 1770 5842 6000 0001
89 1050 0086 1000 0090 3231 8793- 14 1050 0086 1000 0090 3231 8785
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
4 public aid cases recorded, with a total value of $2,012.
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Nov 27, 2019 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | $1,696$1,696 | Prezes Zakładu Ubezpieczeń Społecznych | |
| Nov 27, 2019 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | $89$89 | Prezes Zakładu Ubezpieczeń Społecznych | |
| Oct 15, 2018 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | $36$36 | Prezes Zakładu Ubezpieczeń Społecznych |
Tenders
No recorded participation in tenders.
Trademarks
Ceres Dom Inwestycyjny currently holds no active trademarks with the Polish Patent Office. 1 mark has expired or was not registered. The first mark was filed in 2024.
| Mark | Protected until | |
|---|---|---|
| CERES DOM INWESTYCYJNY | – |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Insurance agent of Vienna Life Towarzystwo Ubezpieczeń na Życie Spółka Akcyjna Vienna Insurance Group | Active | |
| KNF | Insurance agent of BALOISE VIE LUXEMBOURG S.A. | Active | |
| KNF | Brokerage house | Active |
Authorized Representatives
Manner of representation
To perform legal acts and submit declarations on behalf of the company, joint action by two members of the management board or by one member of the management board jointly with a commercial proxy is required.
Supervisory board
Beneficial owners
| Person | Rights |
|---|---|
Subsidiaries
| Name | Share value | Stake | ||
|---|---|---|---|---|
Ceres Family Officesp. z o.o. | 94,543.49 USD | 100% |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Investors Towarzystwo Funduszy InwestycyjnychS.A. | $33,771,015.70 | investors.pl | ||
| Opoka Towarzystwo Funduszy InwestycyjnychS.A. | $7,076,928.50 | opokatfi.pl | ||
| Insignis Towarzystwo Funduszy InwestycyjnychS.A. | $2,644,092.95 | insignistfi.pl | ||
| Origin Towarzystwo Funduszy InwestycyjnychS.A. | $1,523,462.85 | origintfi.com | ||
| International Risk & Corporate Advisory (Irca)sp. z o.o. | $1,438,200.77 | irca.pl | ||
| Fundusze Inwestycji Polskich Towarzystwo Funduszy InwestycyjnychS.A. | $648,597.28 | fip-tfi.pl | ||
| Copernicus SecuritiesS.A. | $34,632.29 | copernicusdm.pl | ||
| Rock Solid Investmentssp. z o.o. | $34,504.83 | rocksolidinvestments.pl | ||
| Centresp. z o.o. | $10,291.96 | centre.consulting | ||
| Ifds Dom MaklerskiS.A. | $162.92 | ifds.com.pl |
Change history
| Date | Event | |
|---|---|---|
| 2024-12-13 | Share capital change (23,000,000.00 PLN → 23,400,000.00 PLN) | |
| 2024-09-20 | Share capital change (22,500,000.00 PLN → 23,000,000.00 PLN) | |
| 2024-05-23 | Share capital change (21,857,000.00 PLN → 22,500,000.00 PLN) | |
| 2023-12-07 | Share capital change (20,857,000.00 PLN → 21,857,000.00 PLN) | |
| 2023-10-12 | Share capital change (20,357,000.00 PLN → 20,857,000.00 PLN) |
FAQ
Last updated: 2026-10-03