CastleOak Securities, L.P. is a boutique investment bank headquartered in New York City, with five regional offices, specializing in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its establishment in 2006, CastleOak has grown to nearly 60 professionals and has facilitated public offerings totaling over $4 trillion for a diverse clientele of corporate, governmental, and institutional investors.
As a leading minority-owned financial services provider, CastleOak is managed by a team of Wall Street veterans with extensive industry relationships and a proven track record of success. The firm's commitment to superior client service in capital markets, sales trading, and financial advisory is underscored by its dedication to honesty, integrity, and performance, making it a trusted partner for clients seeking specialized expertise and personalized attention in the ever-evolving financial landscape.
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