Osool & Bakheet Investment Company

Osool & Bakheet Investment Company

Osool & Bakheet Investment Company formed in 2014 through the merger of Osool Al-Maliya, founded in 2005 by a group including board member Khaled Al-Mousa, and Bakheet Investment Group, which traces its roots to the 1994 establishment of Bakheet Financial Consultants by Bishr Bakheet. The company listed on the Saudi Nomu parallel market in 2023. Chairman Abdullah Al-Kharif, appointed in 2023, also leads several industrial and real-estate boards, while Vice Chairman Abdulrahman Al-Yahya previously served on the board of the Saudi stock exchange, Tadawul. The firm operates across public equities, private equity, real estate, and margin lending. Its public-markets funds include the Osool & Bakheet Saudi Equity Trading Fund, an IPO fund, a Shariah-compliant IPO trading fund, and a parallel-market equities fund. On the private side, it structures special-purpose private-equity vehicles targeting significant minority or controlling stakes in companies, with post-acquisition operational restructuring. The real-estate division manages Al-Maather REIT, an income-generating property fund that distributes at least 90% of annual net profits, and builds development funds for third-party investors and developers. Portfolio management services cover Saudi Arabia, other Arab markets, and emerging and developed markets. CEO Mazen Al-Dawood joined after serving as chief investment officer at Venture Capital Saudi Arabia and head of investment banking at Shuaa Capital, while CIO Hisham Tuffaha previously co-founded Mulkiya Investment. COO Mohammed Zakaria has led the firm's technology build-out since its Osool Al-Maliya days. The firm disclosed its annual financial results for the year ended December 31, 2025, in May 2026, reporting on its regulated public and private fund platforms. It also offers custody services via an internally developed client management system and operates an electronic trading platform branded Tadawul Osool & Bakheet. Osool & Bakheet's structure blurs the line between an asset manager and a merchant bank. It combines a CMA-licensed brokerage and custody operation with proprietary fund management and direct-deal structuring, a model that allows it to serve retail and institutional clients on the public-markets side while competing for control-oriented private transactions more typical of a family office or holding company. The Nomu listing subjects it to continuous disclosure obligations, a transparency requirement uncommon among peers executing illiquid, multi-year private-equity strategies in the Saudi market.