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

Media Center
May 21, 2024
$227,500,000
BrightView Holdings, Inc.

Secondary Offering

218,750 Shares

Co-Manager
CastleOak Securities, L.P.
May 20, 2024
$3,250,000,000
Comcast Corporation

5.100% Notes due 2029

5.300% Notes due 2034

5.650% Notes due 2054

Co-Manager
CastleOak Securities, L.P.
May 15, 2024
$3,500,000,000
Goldman Sachs Bank

FRN due 2027

5.414% Notes due 2027

Co-Manager
CastleOak Securities, L.P.
May 14, 2024
$1,500,000,000
Santander

SBALT 2024-B (A1)

SBALT 2024-B (A2)

SBALT 2024-B (A3)

SBALT 2024-B (A4)

Co-Manager
CastleOak Securities, L.P.
May 14, 2024
$550,000,000
Harley-Davidson Motorcycle Trust

HDMOT 2024-A (A-1)

HDMOT 2024-A (A-3)

HDMOT 2024-A (A-3)

HDMOT 2024-A (A-4)

Co-Manager
CastleOak Securities, L.P.
May 14, 2024
$163,456,527
Jamf Holding Corp.

Follow-On

89,565 Shares

Co-Manager
CastleOak Securities, L.P.
May 9, 2024
$3,000,000,000
Charter Communications

6.100% Notes due 2029

6.550% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
May 7, 2024
$1,000,000,000
Organon & Co.

6.750% Notes due 2034

7.875% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
May 7, 2024
$1,400,000,000
Ford Credit Floorplan Master Owner Trust

FORDF 2024-1 Class A-1

FORDF 2024-1 Class A-2

FORDF 2024-2 Class A

Co-Manager
CastleOak Securities, L.P.
May 6, 2024
$3,000,000,000
Coca-Cola Company

5.000% Notes due 2034

5.300% Notes due 2054

5.400% Notes due 2064

Co-Manager
CastleOak Securities, L.P.
May 6, 2024
$750,000,000
Southern California Edison

5.450% Notes due 2031

Co-Manager
CastleOak Securities, L.P.
April 29, 2024
$300,000,000
Ryder System, Inc.

5.500% Notes due 2029

Co-Manager
CastleOak Securities, L.P.
April 24, 2024
$1,100,000,000
OneMain Financial

OMFIT 2024-1 Class A

OMFIT 2024-1 Class B

OMFIT 2024-1 Class C

OMFIT 2024-1 Class D

Co-Manager
CastleOak Securities, L.P.
April 23, 2024
$2,000,000,000
Citibank NA

5.570% Notes due 2034

Co-Manager
CastleOak Securities, L.P.
April 17, 2024
$2,500,000,000
Morgan Stanley

5.656% Notes due 2030

Joint Lead-Manager
CastleOak Securities, L.P.
April 16, 2024
$2,000,000,000
American Express Company

AMXCA 2024-1

AMXCA 2024-2

Co-Manager
CastleOak Securities, L.P.
April 16, 2024
$2,250,000,000
Goldman Sachs Group

7.500% Perpetual NC-5

Co-Manager
CastleOak Securities, L.P.
April 15, 2024
$4,250,000,000
Wells Fargo & Co.

FRN due 2028

5.707% Notes due 2028

Joint Lead-Manager
CastleOak Securities, L.P.
April 15, 2024
$9,000,000,000
JPMorgan Chase & Co.

FRN due 2028

5.571% Notes due 2028

5.581% Notes due 2030

5.766% Notes due 2035

Co-Manager
CastleOak Securities, L.P.
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.
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