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, assisting clients on public offerings totaling over $4 trillion.
As a leading minority-owned boutique investment banking firm, CastleOak is known for its superior client service in capital markets sales and trading, and financial advisory. The firm's team of Wall Street veterans brings extensive industry expertise and a track record of success, ensuring a long-term commitment to clients and a culture of excellence.
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