Honesty, Integrity, Performance

CastleOak Securities, L.P. is an industry leading minority-owned, boutique investment bank focused on superior client service in capital markets, sales & trading, and financial advisory

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Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities.

CastleOak Securities is a boutique investment bank focused on the capital markets, serving a broad array of corporate, governmental and institutional clients. Since its founding in 2006, CastleOak has grown to approximately 65 professionals and has assisted its clients on public offerings totaling over $4 trillion.

CastleOak is an independent, leading financial services provider managed by a team of Wall Street veterans with extensive corporate and institutional investor relationships, and a track record of success.

Our founding partners have worked together for over two decades, ensuring a long-term commitment to clients and an internal culture of excellence

Our Team
CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base

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November 12, 2024
$4,750,000,000
HSBC Holdings plc

FRN due 2028

5.130% Notes due 2028

FRN due 2030

5.286% Notes due 2030

Co-Manager
CastleOak Securities, L.P.
November 12, 2024
$1,750,000,000
HSBC Holdings plc

5.874% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
November 12, 2024
$2,200,000,000
Citigroup Inc.

4.876% Notes due 2027

Co-Manager
CastleOak Securities, L.P.
October 31, 2024
$1,000,000,000
Ford Motor Credit Company

6.054% Notes due 2031

Co-Manager
CastleOak Securities, L.P.
October 28, 2024
$300,000,000
Ryder System, Inc.

4.900% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
October 16, 2024
$5,500,000,000
Goldman Sachs Group

4.692% Notes due 2030

5.016% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
October 16, 2024
$2,750,000,000
Morgan Stanley

FRN due 2027

4.447% Notes due 2027

Lead-Manager
CastleOak Securities, L.P.
October 15, 2024
$8,000,000,000
JPMorgan Chase & Co.

FRN due 2028

4.505% Notes due 2028

4.603% Notes due 2030

4.964% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
September 17, 2024
$1,000,000,000
Capital One

COMET 2024-A1

Co-Manager
CastleOak Securities, L.P.
September 16, 2024
$800,000,000
GA Global Funding Trust

4.400% Notes due 2027

Co-Manager
CastleOak Securities, L.P.
September 12, 2024
$1,100,000,000
Citigroup Inc.

5.411% Notes due 2039

Co-Manager
CastleOak Securities, L.P.
September 9, 2024
$1,337,000,000
Verizon Communications Inc.

VZMT 2024-6 A-1a

VZMT 2024-6 A-1b

Co-Manager
CastleOak Securities, L.P.
September 9, 2024
$535,000,000
Verizon Communications Inc.

VZMT 2024-7 A

Co-Manager
CastleOak Securities, L.P.
September 4, 2024
$2,500,000,000
HSBC Holdings plc

6.875% PerpNC5.5 Notes

6.950% PerpNC10 Notes

Co-Manager
CastleOak Securities, L.P.
September 3, 2024
$2,500,000,000
Ford Motor Credit Company

FRN due 2026

5.125% Notes due 2026

5.303% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
September 3, 2024
$1,500,000,000
UBS Group AG

5.379% Notes due 2045

Co-Lead Manager
CastleOak Securities, L.P.
September 3, 2024
$1,000,000,000
Santander Holdings USA Inc.

5.353% Notes due 2030

Co-Manager
CastleOak Securities, L.P.
September 3, 2024
$1,850,000,000
American Honda Finance Corporation

FRN due 2026

4.400% Notes due 2026

4.400% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
September 3, 2024
$3,000,000,000
Mastercard Inc.

4.100% Notes due 2028

4.350% Notes due 2032

4.550% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
August 26, 2024
Verizon Communications Inc.

Tender Offer

Co-Dealer Manager
CastleOak Securities, L.P.
August 14, 2024
$1,000,000,000
State Street Corporation

4.530% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
August 13, 2024
$962,000,000
GS Mortgage Securities Corp II

BMARK 2024-V9

Co-Manager
CastleOak Securities, L.P.
August 12, 2024
$5,000,000,000
Eli Lilly & Co.

4.150% Notes due 2027

4.200% Notes due 2029

4.600% Notes due 2034

5.050% Notes due 2054

5.200% Notes due 2064

Co-Manager
CastleOak Securities, L.P.
August 12, 2024
$500,000,000
Principal Life Global Funding II

4.600% Notes due 2027

Co-Manager
CastleOak Securities, L.P.
August 7, 2024
$10,500,000,000
Meta Platforms, Inc.

4.300% Notes due 2029

4.550% Notes due 2031

4.750% Notes due 2034

5.400% Notes due 2054

5.550% Notes due 2064

Co-Manager
CastleOak Securities, L.P.
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