CastleOak Securities, L.P. is a boutique investment bank established in 2006, headquartered in New York City, with additional offices across the United States. The firm specializes in capital markets, particularly in the sales and trading of fixed income, equities, and money market securities.
CastleOak serves a diverse range of clients, including corporate, governmental, and institutional investors. The firm has facilitated over $4 trillion in public offerings since its inception, emphasizing its capacity in primary and secondary markets. It is recognized for its expertise in the electronic trading of fixed income products through its proprietary platform, DirectPool™.
As a minority-owned firm, CastleOak is committed to leveraging its extensive industry network and senior-level attention, providing tailored financial advisory services alongside its capital market operations. The firm's team comprises seasoned professionals with a robust background in finance, enhancing its advisory capabilities and operational execution in complex financial landscapes.
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