EQUES Investment TFI

What EQUES Investment TFI does

EQUES Investment TFI SA (legal name: EQUES Investment Towarzystwo Funduszy Inwestycyjnych Spółka Akcyjna) is a Poland-domiciled, KNF-regulated investment fund management company founded in 2012/2013, headquartered in Gdańsk with a Warsaw contact office. With 24 employees it operates a 14+ fund platform spanning four product structures: public closed-end funds (EQUES Akumulacji Majątku FIZ, Aktywnego Inwestowania FIZ, Akcji Sektora Prywatnego FIZ), open-end subfunds under EQUES SFIO (Obligacji Uniwersalny, Akcji Uniwersalny), non-public closed-end funds (EQUES Debitum FIZ NFW, Creditum FIZ NFW, Pożyczek Dywidendowy FIZ NFW, Private Debt FIZ, PEKABEX Deweloperski FIZ, Franklin Lexington PE FIZ, FIDEMO Polska FIZ), private funds (Obligatio FIZ NFW, Kapelanka FIZ), and a dedicated asset management service requiring a 5 million PLN minimum ticket. The product surface spans Polish bonds, Polish equities (mWIG40/sWIG80 private-sector names), securitized and private debt, residential and commercial real estate, and — since April 2026 — global private equity secondaries.

Name

EQUES Investment TFI

Legal name

EQUES Investment Towarzystwo Funduszy Inwestycyjnych Spółka Akcyjna

Website

https://eitfi.pl

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

EQUES Investment TFI SA is a KNF-regulated Polish investment fund management company operating 14+ funds across public, non-public, and private vehicles plus a discretionary asset management service for clients holding at least 5 million PLN.

Ownership category

akta.pro rank

Product category

Investment Fund Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Vehicles (52599)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Investment fund management
• Asset management services
• Closed-end investment funds
• Private debt management
• Securities portfolio management

Headquarters

HQ city

Gdańsk

HQ country

Poland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Fund Management Fees: Ongoing management fees charged on assets under management across all managed funds, including public and non-public closed-end funds (FIZ). Fee structures vary by fund type and share class.
2. Performance Fees: Success fees based on investment performance, such as 20% of profits above 6% with high water mark principle applied in EQUES Akcji Sektora Prywatnego FIZ.
3. Distribution Fees: Distribution fees charged on issuance of investment certificates, up to 3.5% of the certificate issue price.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels5 records

Core offering

EQUES Investment TFI is a Polish investment fund company (Towarzystwo Funduszy Inwestycyjnych) headquartered in Gdańsk that creates and manages a portfolio of investment funds, including closed-end funds (FIZ) and specialized subfunds spanning corporate debt, private debt, private equity, and securities strategies. The company also provides discretionary asset management services for high-net-worth individuals, family foundations, and corporate entities, managing portfolios of financial instruments based on individual risk profiles.

Product overview

EQUES Investment TFI SA is a Polish fund management company (Towarzystwo Funduszy Inwestycyjnych) offering a portfolio of investment products. The product lineup consists of public closed-end funds (FIZ publiczne) including EQUES Akumulacji Majątku FIZ (conservative absolute return), EQUES Aktywnego Inwestowania FIZ (active absolute return), and EQUES Akcji Sektora Prywatnego FIZ (equity focused on private sector companies); open-end subfunds under EQUES SFIO including EQUES Obligacji Uniwersalny (bond subfund) and EQUES Akcji Uniwersalny (equity subfund); non-public funds (FIZ niepubliczne) including debt funds (EQUES Debitum FIZ NFW, EQUES Creditum FIZ NFW, EQUES Pożyczek Dywidendowy FIZ NFW), EQUES Private Debt FIZ, EQUES PEKABEX Deweloperski FIZ (real estate development), EQUES Franklin Lexington PE FIZ (global private equity secondaries), and FIDEMO Polska FIZ (commercial real estate); private funds (Obligatio FIZ NFW, Kapelanka FIZ); and an asset management service for investors with minimum 5 million PLN assets.

Differentiator

Problem solved

Functional benefit

Products and services

• EQUES Akumulacji Majątku FIZ

Quantifiable outcome

• EQUES Akcji Sektora Prywatnego FIZ achieved 88.93% return over 60 months (30.06.2021 to 30.06.2026)
• +3 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered key and core.

• CERES Dom Inwestycyjny S.A.keyChannel Partner/ Reseller/ Distributor · 1 January 2026CERES Dom Inwestycyjny S.A. receives customer data from EQUES for marketing purposes and distributes EQUES fund certificates. EQUES shares investor data with CERES for contact and service preparation.
• PekabexcoreStrategic or Co-development Partner · 1 September 2023Pekabex participates as developer, main contractor, prefabrication manufacturer, and fund participant in EQUES PEKABEX Deweloperski FIZ, which invests in real estate development projects.
• Grupa MuszkieterówcoreStrategic or Co-development Partner · 1 January 2021Grupa Muszkieterów is the partner for FIDEMO Polska FIZ, a fund investing in commercial real estate where Intermarché or Bricomarché stores occupy at least 25% of space.
• KNF-Licensed ServicerscoreTechnology or IntegrationServicers with KNF (Polish Financial Supervision Authority) licenses manage securitized receivables of the fund. Two servicers handle debt collection, administrative service, and debt recovery for EQUES Debitum FIZ and EQUES Creditum FIZ.

Scale indicators4 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Skarbiec TFI: Polish asset manager focused on active equity and mixed-asset funds. Comparable in strategy mix (active equity/absolute return FIZ) and a previous employer of EQUES' newly hired debt team head, indicating overlap in talent pool and product positioning.
• NN Investment Partners TFI (Nationale-Nederlanden): Polish TFI affiliated with NN Group offering mixed-asset funds to retail and institutional clients. Direct competitor in the Polish asset management space with similar regulatory framework and distribution via employer/pension channels.
• Quercus TFI: Mid-sized Polish TFI focused on active equity and absolute-return strategies, with active WSE-focused FIZ products. Comparable in size profile, strategy orientation, and target investor base to EQUES' flagship Akcji Sektora Prywatnego FIZ.
• Allianz Polska TFI: Polish arm of global asset manager Allianz, offering diversified mutual and closed-end funds. Comparable in multi-asset platform and Polish-market distribution, with materially larger balance-sheet backing.
• PKO TFI: Largest Polish investment fund company managing retail and institutional mutual/FIZ funds. Direct competitor in Polish asset management with significantly larger AUM and broader distribution.
• Pekao TFI: Large Polish investment fund company with diversified products across equity, bond and mixed funds. Comparable in regulatory status (KNF-licensed) and product breadth targeting Polish retail and institutional capital.
• PZU TFI: Major Polish TFI with a broad retail and institutional fund lineup including closed-end funds. Competes head-to-head in the Polish mass-affluent and institutional market alongside EQUES' offerings.
• BPS TFI: Polish TFI managing closed-end investment funds including debt and mixed strategies. Directly comparable to EQUES' closed-end (FIZ) fund range; a former employer of EQUES' debt team hire.
• Santander TFI: Polish asset management arm of Santander offering diversified funds leveraging the bank's retail network. Comparable in product breadth and PLN-denominated offerings, with broader bank-channel distribution scale.

Others

• Franklin Templeton Investments: Global asset manager that participates as the underlying fund provider (via Franklin Lexington PE) for EQUES' first global PE secondaries product. Not a direct retail competitor in Poland, but a strategic partnership counterparty that broadens EQUES' access to global PE.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/eques-investment-tfi

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EQUES Investment TFI