Caspar Towarzystwo Funduszy InwestycyjnychS.A.
Trusts, funds and similar financial entities
Overview
Caspar Towarzystwo Funduszy Inwestycyjnych is an asset management company that offers personalized asset management services and investment funds, including Closed Investment Funds (FIZ) and Open Investment Funds (FIO). The company provides global investment strategies, allowing clients to invest without geographical limitations, and manages client assets through a trustee bank. Additionally, they offer the CasparLine platform for clients to access portfolio valuations and investment reports.
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
News
Industry
Bank accounts
Registered as a VAT taxpayer on 2015-10-30. Active
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
| Publication date | Event | |
|---|---|---|
| Nov 4, 2015 | Financial statement published | |
| Nov 4, 2015 | Financial statement published | |
| Nov 4, 2015 | Financial statement published | |
| Nov 4, 2015 | Financial statement published | |
| Nov 4, 2015 | Financial statement published |
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 | –– | 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.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment fund company | Active |
Authorized Representatives
Manner of representation
Joint action by two members of the management board or by one member of the management board jointly with a commercial proxy is required to make declarations of will on behalf of the company.
Supervisory board
Beneficial owners
| Person | Rights |
|---|---|
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Esaliens Towarzystwo Funduszy InwestycyjnychS.A. | $12,201,167.25 | esaliens.pl | ||
| Grupa Corpus IurisS.A. | $7,739,425.99 | gci.com.pl | ||
| F-Trust IwealthS.A. | $7,607,483.68 | f-trust.pl | ||
| Cross FinanceS.A. | $7,313,634.57 | crossfinance.com.pl | ||
| Equity Fund 2 AsiS.K.A. | $5,462,527.09 | zasifund.pl | ||
| Fingo CapitalS.A. | $2,416,632.14 | fingocapital.pl | ||
| Lowercap Dfr AsiS.K.A. | $2,323,425.78 | lowercap.pl | ||
| Muscari Capitalsp. z o.o. | $2,019,834.49 | muscaricapital.pl | ||
| BFF PolskaS.A. | $1,224,510.30 | bffgroup.com | ||
| RS Collection UpcreditS.K.A. | $980,238.01 | rscollection.pl |
Change history
| Date | Event | |
|---|---|---|
| 2019-08-23 | Share capital change (1,750,000.00 PLN → 2,000,000.00 PLN) | |
| 2018-10-03 | Share capital change (1,250,000.00 PLN → 1,750,000.00 PLN) | |
| 2017-12-14 | Address change (Szkolna 5/13, 61-832, Poznań → Ul. Półwiejska 32, 61-888, Poznań) | |
| 2015-10-01 | PKD change (Removed: 66.30.Z; Added: 64.30.Z) | |
| 2013-08-30 | Share capital change (1,000,000.00 PLN → 1,250,000.00 PLN) |
FAQ
Last updated: 2026-10-07