Saudi Arabia

Tailored investment
advice and opportunities.

Blue Ocean Capital Advisors offers personalised, long-term financial planning for high-net-worth individuals, family offices, and institutions across Saudi Arabia. We provide access to top-tier investment funds, best-in-class wealth services, and a consolidated dashboard view for informed decision-making.
 
Our expert guidance on governance and structure ensures robust financial strategies. With a focus on risk-conscious, sustainable growth, we prioritise wealth preservation and client-first solutions.

Our Investment Solutions

As a private market investment consultant, we help clients design and manage portfolios with clarity and purpose, combining strategic planning, ongoing guidance, and flexible deployment options.

Foundational Evaluation

  • Full investment portfolio consolidation
  • Organisational structure and governance framework recommendations
  • Investment Policy Statement (IPS) outlining
  • Diversified long-term strategic asset allocation planning
  • Implementation of additional criteria such as ESG or shariah-compliance policies

Continuous Advisory

  • Annual commitments and pacing planning
  • Tracking target and asset allocation services
  • Pipeline of vetted opportunities across alternative asset classes
  • Comprehensive due diligence reports, strategy analysis and fund reviews
  • Operational support services

Capital Deployment

  • Direct investments controlled by the client  
  • Investment vehicles set up as needed 

Our Four-Pillar Framework

Whether the objective is to construct a comprehensive long-term portfolio or to enhance an existing allocation, our four-pillar framework delivers clarity, strategic flexibility, and global investment depth. Each building block plays a defined role:

Growth Assets

  • Private Equity 
  • Real Assets 
  • Venture Capital 
  • Public Equities 

Yield Assets

  • Corporate Private Credit 
  • Asset-backed Private Credit 
  • Opportunistic Public Credit 

Cash & Cash Equivalents

  • Cash & Short-term Treasuries 
  • Investment-grade Bonds 

Diversifiers

  • Hedge Funds Investment Consulting

We partner with our clients to construct portfolios tailored to their objectives, built to last. 

Our Proven Advisory Process

Our disciplined approach helps Saudi Arabia clients navigate private equity, private credit, real assets and hedge funds globally with confidence: 

1. Sourcing

Filtering best managers catering to desired themes from private market databases and relationship network.

2. Screening

Screening funds through an investment strategy review and initial manager calls.

3. Initial Due Diligence

Request and review fund presentation, track record, and due diligence documents and set-up follow-up due diligence calls with fund manager and external references.

4. Final Due Diligence

Detailed investment strategy review and delivering a memorandum to the clients.

5. Execution

Preparation and completion of subscription documents, KYC/AML document checklist, and wiring instructions.

6. Monitoring

Portfolio monitoring and regular update calls and reporting. 

Start Your Investment Advisory Journey

Partner with BOCAP for independent guidance on private market investments including private equity, private credit, real assets and hedge funds.

Contact our Saudi Arabia team today to schedule a consultation.

Interested in cooperation or have questions?

    Frequently Asked Questions

    What makes an advisory firm different from traditional investment managers?

    BOCAP operates as an independent private markets advisory firm, providing tailored guidance to clients seeking direct access to private equity, private credit, real assets, and hedge fund investments. Recommendations are fully aligned with long-term wealth goals.

    High-net-worth individuals, family offices, and institutions in Saudi Arabia work with BOCAP to have direct and exclusive access to private market opportunities and receive expert insights without conflicts of interest.

    A private market investments advisor at BOCAP supports clients in directly accessing private equity, private credit, real assets and hedgefunds, conducting extensive due-diligence, and tracking monitoring investments, to enable informed decision-making.

    BOCAP provides ongoing oversight, reviewing allocations, performance, and new opportunities to ensure investments remain aligned with objectives and market conditions.

    Through asset allocation services, BOCAP structures investments across growth, income, diversification, and liquidity requirements, creating portfolios suited to risk tolerance and long-term objectives.

    BOCAP’s alternative investments advisory covers private credit, private equity, real assets and hedge funds.

    Our hedge funds investment consulting connects clients in Saudi Arabia to capacity-constrained global managers, providing access to strategies often limited to the wider market. We constantly keep track of the top hedge funds to enable efficient and timely deployment opportunities.

    As your investment consultant, we collaborate with external advisors to ensure all elements of your wealth strategy work cohesively.

    BOCAP leverages relationships with leading private market partners across US, Europe and Asia to provide clients in Saudi Arabia with institutionally vetted opportunities.

    Every client receives a tailored/customised portfolio designed around personal objectives, risk profile, and liquidity needs, ensuring a unique approach for each investor.

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    Our specialist team understands the importance of maintaining a lasting relationships with clients to deliver specific investment solutions.
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