
CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
CastleOak Securities Selected as an IFC Discount Note Dealer
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the International Finance Corporation (IFC), a member of the World Bank Group, to join its discount note dealer group. CastleOak is the only boutique dealer in this group of ten investment banks.
CastleOak Securities Selected as an IFC Discount Note Dealer
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, today announced it was selected by the International Finance Corporation (IFC), a member of the World Bank Group, to join its discount note dealer group. CastleOak is the only boutique dealer in this group of ten investment banks.
Black Enterprise Magazine Ranks CastleOak Securities Top Minority-Owned Investment Bank for the 7th Year
CastleOak Securities, L.P. (“CastleOak” or “CastleOak Securities”), a leading New York-based boutique investment banking firm, announced today that it was ranked the #1 minority-owned investment bank in the taxable securities category by Black Enterprise magazine.
Black Enterprise Magazine Ranks CastleOak Securities Top Minority-Owned Investment Bank for the 7th Year
CastleOak Securities, L.P. (“CastleOak” or “CastleOak Securities”), a leading New York-based boutique investment banking firm, announced today that it was ranked the #1 minority-owned investment bank in the taxable securities category by Black Enterprise magazine.

2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
Watch the 2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show

2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
Watch the 2016 PGA Minority Collegiate Golf Championship presented by CastleOak Securities Highlight Show
CastleOak Securities Grows Leveraged Finance Sales & Trading Team with Three Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that it is building its leveraged finance sales & trading capabilities by hiring Messrs.Michael S. Miller, Thomas P. Takacs and Richard E. Wright.
CastleOak Securities Grows Leveraged Finance Sales & Trading Team with Three Senior Hires
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm, announced today that it is building its leveraged finance sales & trading capabilities by hiring Messrs.Michael S. Miller, Thomas P. Takacs and Richard E. Wright.



CastleOak Securities Named Presenting Sponsor for PGA Minority Collegiate Golf Championship
The PGA of America announced today thatCastleOak Securities L.P., of New York City, has been named a presenting sponsor for thePGA Minority Collegiate Golf Championship and its accompanying one-hour highlight program on Golf Channel.

CastleOak Securities Named Presenting Sponsor for PGA Minority Collegiate Golf Championship
The PGA of America announced today thatCastleOak Securities L.P., of New York City, has been named a presenting sponsor for thePGA Minority Collegiate Golf Championship and its accompanying one-hour highlight program on Golf Channel.
CastleOak Securities Names Thomas Thees Head of Fixed Income
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that it has hired Thomas Thees as Head of Fixed Income.
CastleOak Securities Names Thomas Thees Head of Fixed Income
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that it has hired Thomas Thees as Head of Fixed Income.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Sixth Consecutive Year
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks and top minority-owned businesses in the U.S.
CastleOak Securities Recognized as a Top Minority-Owned Investment Bank for Sixth Consecutive Year
CastleOak Securities, L.P., a leading New York-based boutique investment banking firm announced today that Black Enterprise magazine has ranked the firm among the top minority-owned investment banks and top minority-owned businesses in the U.S.
Standish Minority Business Enterprise Awards Presented to CastleOak Securities, LP and Siebert Brandford Shank & Co.
Standish Mellon Asset Management Company LLC, a fixed income specialist for BNYMellon, has awarded the first Standish Minority Business Enterprise Awards to CastleOak Securities and Siebert Brandford Shank & Co.
Standish Minority Business Enterprise Awards Presented to CastleOak Securities, LP and Siebert Brandford Shank & Co.
Standish Mellon Asset Management Company LLC, a fixed income specialist for BNYMellon, has awarded the first Standish Minority Business Enterprise Awards to CastleOak Securities and Siebert Brandford Shank & Co.

Jones Elected to Ohio National Board of Directors
Ohio National Financial Services is pleased to announce the election of David R. Jones, a distinguished veteran of the financial services industry, to the Board of Directors of Ohio National Mutual Holdings, Inc.

Jones Elected to Ohio National Board of Directors
Ohio National Financial Services is pleased to announce the election of David R. Jones, a distinguished veteran of the financial services industry, to the Board of Directors of Ohio National Mutual Holdings, Inc.

4.450% Notes due 2031

4.200% Notes due 2031
5.625% Notes due 2056

4.650% Notes due 2033

6.625% PerpNC5 Notes

4.700% Notes due 2036
5.600% Notes due 2066

FRN due 2028
3.875% Notes due 2028
4.100% Notes due 2030
4.375% Notes due 2032
4.700% Notes due 2035
5.350% Notes due 2045
5.450% Notes due 2055
5.700% Notes due 2075

2.375% Euro Notes due 2028
2.875% Euro Notes due 2031
3.125% Euro Notes due 2034
3.500% Euro Notes due 2038
4.000% Euro Notes due 2044
4.375% Euro Notes due 2064
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3.250% Euro Notes due 2035
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FRN due 2031
4.619% Notes due 2031
5.133% Notes due 2036

4.200% Notes due 2030
4.600% Notes due 2032
4.875% Notes due 2035
5.500% Notes due 2045
5.625% Notes due 2055
5.750% Notes due 2065

5.869% Notes due 2035
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4.300% Notes due 2030

5.500% Notes due 2032
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4.200% Notes due 2028

4.784% Notes due 2036

FRN due 2029
4.133% Notes due 2029

4.255% Notes due 2031
4.810% Notes due 2036

FRN due 2029
4.153% Notes due 2029
FRN due 2031
4.369% Notes due 2031
4.939% Notes due 2036

DEFT 2025-2 Class A-1
DEFT 2025-2 Class A-2
DEFT 2025-2 Class A-3
DEFT 2025-2 Class B
DEFT 2025-2 Class C
DEFT 2025-2 Class D

CHASE 2011-11

4.200% Notes due 2031
5.625% Notes due 2056

4.700% Notes due 2036
5.600% Notes due 2066

5.000% Notes due 2028
5.050% Notes due 2032
6.100% Notes due 2055

5.850% Notes due 2055

5.450% Notes due 2035

5.900% Notes due 2055

5.250% Notes due 2035

4.900% Notes due 2030
5.400% Notes due 2035

5.150% Notes due 2035
5.650% Notes due 2055

6.375% Notes due 2055

5.869% Notes due 2035
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4.200% Notes due 2028

FRN due 2027
4.500% Notes due 2027
4.800% Notes due 2030

CHASE 2025-4
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FRN due 2029
4.731% Notes due 2029
5.016% Notes due 2031
5.667% Notes due 2036

FRN due 2028
4.937% Notes due 2028
5.218% Notes due 2031

6.150% Notes due 2030

FORDO 2025-A1
FORDO 2025-A2A
FORDO 2025-A2B
FORDO 2025-A3
FORDO 2025-A4

CHASE 2025-3

5.200% Notes due 2035

5.450% Notes due 2031

5.300% Notes due 2030

5.612% Notes due 2056
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6.950% PerpNC7 Pfd

FRN due 2028
4.550% Notes due 2028
4.950% Notes due 2032

7.625% PerpNC10.5 Pfd

Secondary
165,443,530 Shares

FRN due 2031
5.098% Notes due 2031
5.422% Notes due 2036

6.950% PerpNC5 Pfd Notes

4.942% Notes due 2031

FRN due 2029
4.932% Notes due 2029
5.130% Notes due 2031

6.500% PerpNC5 Notes

CHASE 2025-1
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4.300% Notes due 2030

4.650% Notes due 2030
5.250% Notes due 2035

4.850% Notes due 2030

5.000% Notes due 2030
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3.250% Euro Notes due 2035

FRN due 2027
3.850% Notes due 2027
4.150% Notes due 2030
4.550% Notes due 2032
4.950% Notes due 2035
5.700% Notes due 2055

4.400% Notes due 2031
5.000% Notes due 2036

4.100% Notes due 2029
4.300% Notes due 2030
4.650% Notes due 2032
5.000% Notes due 2035
4.250% Notes due 2028
4.500%Notes due 2030
5.125%Notes due 2035

4.200% Notes due 2030

5.550% Notes due 2035
6.000% Notes due 2055

FRN due 2028
3.875% Notes due 2028
4.100% Notes due 2030
4.375% Notes due 2032
4.700% Notes due 2035
5.350% Notes due 2045
5.450% Notes due 2055
5.700% Notes due 2075

2.375% Euro Notes due 2028
2.875% Euro Notes due 2031
3.125% Euro Notes due 2034
3.500% Euro Notes due 2038
4.000% Euro Notes due 2044
4.375% Euro Notes due 2064

4.200% Notes due 2030
4.600% Notes due 2032
4.875% Notes due 2035
5.500% Notes due 2045
5.625% Notes due 2055
5.750% Notes due 2065

DEFT 2025-2 Class A-1
DEFT 2025-2 Class A-2
DEFT 2025-2 Class A-3
DEFT 2025-2 Class B
DEFT 2025-2 Class C
DEFT 2025-2 Class D

8.875% Notes due 2030
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Follow-On

4.700% Notes due 2030
5.375% Notes due 2035
6.050% Notes due 2056

5.737% Notes due 2029

4.000% Notes due 2028
4.200% Notes due 2030
4.500% Notes due 2032
4.750% Notes due 2035

Zayo 2025-1

FRN due 2031
4.952% Notes due 2031

IPO
60,000,000 Shares

10.000% Notes due 2031

VZMT 2025-1
VZMT 2025-2
CastleOak is proud to count some of the world’s most recognized brands and industry leaders amongst its client base.
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