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 nearly 60 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

Stay up to date on our company’s achievements, announcements, and media mentions

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April 1, 2024
$2,000,000,000
Adobe Inc.

4.850% Notes due 2027

4.800% Notes due 2029

4.950% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
March 26, 2024
$2,250,000,000
Toronto Dominion Bank

FRN due 2027

4.980% Notes due 2027

4.994% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
March 25, 2024
$1,250,000,000
Public Service Enterprise Group Inc

5.200% Notes due 2029

5.450% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
March 14, 2024
¥47,000,000,000
Aflac Inc.

1.048% Notes due 2029

1.412% Notes due 2031

1.682% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
March 14, 2024
$962,000,000
GS Mortgage Securities Corp II

BMARK 2024-V6

Co-Manager
CastleOak Securities, L.P.
March 11, 2024
$750,000,000
Synchrony Financial

SYNIT 2024-1

Co-Manager
CastleOak Securities, L.P.
March 11, 2024
$282,000,000
New Residential Mortgage Loan Trust

NRMLT 2024-NQM1

Co-Manager
CastleOak Securities, L.P.
March 6, 2024
$1,000,000,000
Prudential Financial

6.500% Notes due 2054

Co-Manager
CastleOak Securities, L.P.
March 5, 2024
$2,500,000,000
JPMorgan Chase & Co.

6.875% Perpetual NC-5

Co-Manager
CastleOak Securities, L.P.
March 5, 2024
$3,000,000,000
BlackRock, Inc.

4.700% Notes due 2029

5.000% Notes due 2034

5.250% Notes due 2054

Co-Manager
CastleOak Securities, L.P.
March 5, 2024
$2,500,000,000
Ford Motor Credit Company

5.800% Notes due 2029

6.125% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
March 5, 2024
$1,006,000,000
Ally Auto Receivables Trust

AART 2024-1 (A1)

AART 2024-1 (A2)

AART 2024-1 (A3)

AART 2024-1 (A4)

Co-Manager
CastleOak Securities, L.P.
March 5, 2024
$2,000,000,000
Barclays PLC

5.690% Notes due 2030

Co-Manager
CastleOak Securities, L.P.
March 4, 2024
Verizon Communications Inc.

Tender Offer

Co-Dealer Manager
CastleOak Securities, L.P.
February 29, 2024
$1,000,000,000
Bank of Montreal

7.700% Notes due 2084

Co-Manager
CastleOak Securities, L.P.
February 27, 2024
$1,600,000,000
Southern California Edison

5.350% Notes due 2026

5.150% Notes due 2029

5.750% Notes due 2054

Co-Manager
CastleOak Securities, L.P.
February 26, 2024
$1,000,000,000
KeyCorp

6.401% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
February 26, 2024
$2,250,000,000
Pacific Gas & Electric Co.

5.550% Notes due 2029

5.800% Notes due 2034

6.750% Notes due 2053

Co-Manager
CastleOak Securities, L.P.
February 26, 2024
$900,000,000
Ryder System Inc.

5.300% Notes due 2027

5.375% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
February 26, 2024
$2,750,000,000
HSBC Holdings plc

5.546% Notes due 2030

5.719% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
February 26, 2024
$1,500,000,000
HSBC USA Inc.

FRN due 2027

5.294% Notes due 2027

Co-Manager
CastleOak Securities, L.P.
February 22, 2024
$1,700,000,000
Exelon Corporation

5.150% Notes due 2029

5.450% Notes due 2034

5.600% Notes due 2053

Co-Manager
CastleOak Securities, L.P.
February 22, 2024
$15,000,000,000
AbbVie Inc.

4.800% Notes due 2027

4.800% Notes due 2029

4.950% Notes due 2031

5.050% Notes due 2034

5.350% Notes due 2044

5.400% Notes due 2054

5.500% Notes due 2064

Co-Manager
CastleOak Securities, L.P.
February 20, 2024
$1,400,000,000
Georgia Power Co.

5.004% Notes due 2027

5.250% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
February 20, 2024
$1,500,000,000
Mizuho Financial Group

5.375% Notes due 2030

5.579% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
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