CastleOak Securities, L.P. is a boutique investment bank based in New York City, with five regional offices, specializing in primary and secondary sales and trading of fixed income, equity, and money market securities for a diverse range of corporate, governmental, and institutional clients.
Founded in 2006, CastleOak is a leading minority-owned financial services provider managed by a team of Wall Street veterans, offering superior client service in capital markets sales and trading, financial advisory, and investment banking. With nearly 60 professionals, CastleOak has facilitated public offerings totaling over $4 trillion, showcasing a commitment to excellence and long-term client relationships.
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