Alkhabeer Capital Company Profile

Background

Overview

Alkhabeer Capital is a prominent asset management and investment firm based in Saudi Arabia, specializing in alternative investments. Established in 2004, the company offers a diverse range of Shari'ah-compliant financial products and services tailored for institutions, family offices, and qualified high-net-worth individuals. With a strong emphasis on ethical conduct and professional excellence, Alkhabeer Capital has become a leading player in the Middle East's financial sector.

Mission and Vision

Mission: To be the company of choice in the region; and the company that high achievers want to work for, and that every investor desires to buy.

Vision: To be the partner creating innovative investment solutions of enduring value.

Primary Area of Focus

Alkhabeer Capital's primary focus areas include:

Real Estate Investment: Focusing on religious tourism and hospitality-based opportunities within Makkah and Medina, as well as acquiring income-generating real estate assets in key cities across Saudi Arabia.

Private Equity: Targeting defensive sectors such as education, healthcare, and manufacturing businesses with strong exporting activities, along with a selective approach to the retail and food and beverage sectors.

Capital Markets: Offering discretionary portfolio management services and independent fund administration and custody services.

Industry Significance

Alkhabeer Capital is recognized as a leading asset manager in the Middle East, with assets under management (AUM) reaching $1.97 billion in 2021. The company's innovative approach to Shari'ah-compliant investments has set industry standards and contributed significantly to the growth of Islamic finance in the region.

Key Strategic Focus

Core Objectives

Diversification: Expanding investment portfolios across various sectors and geographies to mitigate risk and enhance returns.

Innovation: Developing and offering innovative financial products that meet the evolving needs of clients.

Client-Centric Approach: Providing tailored investment solutions that align with clients' financial goals and risk profiles.

Specific Areas of Specialization

Real Estate: Developing and managing income-generating properties, particularly in the hospitality sector within Makkah and Medina.

Private Equity: Investing in sectors such as education, healthcare, and manufacturing, with a focus on companies with strong export capabilities.

Capital Markets: Offering portfolio management services and independent fund administration to cater to diverse investment needs.

Key Technologies Utilized

Alkhabeer Capital leverages advanced financial technologies to enhance investment analysis, portfolio management, and client reporting. The company has also partnered with AWRAAQ Digital to launch an innovative block trade negotiation system, demonstrating its commitment to technological advancement in financial services.

Primary Markets Targeted

Saudi Arabia: Focusing on key cities such as Riyadh, Makkah, and Medina for real estate investments.

GCC Region: Expanding private equity investments across Gulf Cooperation Council countries.

Global Markets: Selective investments in mature markets, including the United States and the United Kingdom.

Financials and Funding

Funding History

Alkhabeer Capital is a privately held company and has not publicly disclosed detailed funding history or total funds raised. The company is authorized by the Capital Market Authority (CMA) of Saudi Arabia under license number 07074-37.

Recent Funding Rounds

Specific details regarding recent funding rounds are not publicly available.

Notable Investors

As a private entity, Alkhabeer Capital has not publicly disclosed information about its investors.

Intended Utilization of Capital

The capital raised is primarily utilized for:

Real Estate Development: Acquiring and developing income-generating properties, particularly in the hospitality sector.

Private Equity Investments: Funding companies in sectors such as education, healthcare, and manufacturing.

Capital Markets Operations: Enhancing portfolio management services and expanding fund administration capabilities.

Pipeline Development

Key Pipeline Candidates

Alkhabeer Capital is actively involved in several investment projects, including:

Alkhabeer REIT Fund: A real estate investment trust focusing on income-generating properties in Saudi Arabia.

Alkhabeer Diversified Income Traded Fund 2030: A fund launched to provide income-generating investment opportunities.

Stages of Development

Alkhabeer REIT Fund: Listed on the Saudi Exchange in March 2019, following a successful IPO in December 2018.

Alkhabeer Diversified Income Traded Fund 2030: IPO commenced in August 2025, aiming to offer diversified income-generating investments.

Target Conditions

Alkhabeer REIT Fund: Income-generating real estate assets in Saudi Arabia.

Alkhabeer Diversified Income Traded Fund 2030: Diversified income-generating assets across various sectors.

Anticipated Milestones

Alkhabeer REIT Fund: Continued growth in AUM and expansion of property portfolio.

Alkhabeer Diversified Income Traded Fund 2030: Successful IPO and establishment of a diversified income-generating portfolio.

Technological Platform and Innovation

Proprietary Technologies

Alkhabeer Capital has developed proprietary financial technologies to enhance investment analysis, portfolio management, and client reporting. The partnership with AWRAAQ Digital to launch a block trade negotiation system underscores the company's commitment to technological innovation in financial services.

Significant Scientific Methods

The company employs advanced financial modeling, risk assessment algorithms, and data analytics to inform investment decisions and optimize portfolio performance.

Leadership Team

Executive Profiles

Ammar Ahmed Saleh Shata: Founder and Chairman. Ammar has over 20 years of experience in investment banking, asset management, and corporate banking. He has been instrumental in developing Shari'ah-compliant financial products and has held leadership roles in institutions such as the National Commercial Bank and the Islamic Development Bank.

Ahmed Saud Hamzah Ghouth: Chief Executive Officer. With around 20 years of experience in investment banking, asset management, and corporate banking, Ahmed has been leading Alkhabeer Capital since 2016, overseeing its growth and strategic direction.

Tamer Abdelraheem: Chief Financial Officer. Tamer has extensive experience in finance and accounting, corporate finance, financial planning, cost analysis, advisory, process restructuring, and project management.

Hafez Farouq Alatawneh: Head of Private Equity Department. Hafez has been working in investment and asset management since 1999, with experience in regional and international firms.

Adel R. Alawadi: Region Head (Central Region), Business Development and Placement Division. Adel joined Alkhabeer Capital in May 2025, bringing expertise in business development and client relations.

Competitor Profile

Market Insights and Dynamics

The asset management industry in the Middle East is experiencing significant growth, driven by increasing investor interest in Shari'ah-compliant financial products and the region's economic development. Saudi Arabia's Vision 2030 has further stimulated investment activities, creating a favorable environment for asset management firms.

Competitor Analysis

Key competitors in the region include: