About
About CastleOak
Leadership Team
Giving Back
Careers
CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients
Headquartered in New York City, with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities
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Experienced professionals with a passion for client service
Meet the Team
CastleOak plays an active role in the communities in which we and our clients live and work.
By aligning our educational and community investment strategies to our skills and experience as a company, the positive impact of our activity is much more than just a financial contribution.
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At CastleOak Securities, our client’s success is elevated by the quality of our people.
We are always looking for talented individuals at all levels to join our team.
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About CastleOak
Leadership Team
Giving Back
Careers
Products & Services
Services Overview
Investment Banking & Capital Markets
Fixed Income Sales & Trading
Equity Sales & Trading
DirectPool™ (Fixed Income Electronic Trading)
Money Fund Solutions
Our Services
Investment Banking & Capital Markets
Fixed Income Sales & Trading
Equity Sales & Trading
DirectPool™ (Fixed Income Electronic Trading)
Liquidity Solutions
CastleOak Securities, L.P. is a leading, minority-owned, boutique investment banking focused on providing superior client service in the specialized areas of capital markets, sales & trading, and financial advisory
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CastleOak’s Investment Banking & Capital Markets practice combines the transaction experience, industry expertise and capabilities of a larger investment bank with the focus, dedication, and senior level attention of a boutique practice.
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Our Fixed Income Sales and Trading team’s expertise is extensive and is devoted to the distribution of a full array of fixed income products and ideas to our clients.
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Our Equity Sales & Trading team possesses a broad base of trading experience, enabling us to effectively execute trades on our client’s behalf with minimal market impact.
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DirectPool™ is CastleOak’s fixed income electronic bond trading solution, powered by Bloomberg.
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MoneyFund Access (MFA) is a next generation portfolio management tool that provides optimization to your liquidity platform.
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Recent Deals
Media Center
Contact
Contact Us
For general information and queries about CastleOak Securities, L.P. please contact:
CastleOak Securities, L.P.
3 World Financial Center
200 Vesey Street, 4
th
Floor
New York, NY 10281
Office:
(646) 521-6700
Fax:
(212) 294-7866
info@castleoaklp.com
Our Offices
Atlanta
8000 Avalon Blvd.
Suite 100/200
First Floor, Office 237
Alpharetta, GA 30009
Office: (212) 829-5439
Chicago
320 W Ohio St.
Suite 314
Chicago, IL 60654
Office: (646) 521-6705
Cleveland
5005 Rockside Road
Suite 600
Independence, OH 44131
Office: (216) 912-4641
Los Angeles
10100 Santa Monica Blvd.
Suite 300
Los Angeles, CA 90067
Office: (424) 257-5877
New York
3 World Financial Center
200 Vesey Street
4
th
Floor
New York, NY 10281
Office: (646) 521-6700
Portland
4380 S. Macadam Avenue
Suite 540
Portland, OR 97239
Office: (212) 610-5593
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