
CastleOak has an MBE certification from the National Minority Supplier Development Council (NMSDC)
https://nmsdc.org/
Human Capital Gains: Castleoak Chief Executive Officer David Jones Featured in the Journal of EDM Finance
EDM investment banking firms are among those taking advantage of the current jobs market to strengthen their management teams. These smaller, established firms can be attractive alternatives for unemployed financial service professionals who are looking for a change but want to maintain their ties toWall Street.
Human Capital Gains: Castleoak Chief Executive Officer David Jones Featured in the Journal of EDM Finance
EDM investment banking firms are among those taking advantage of the current jobs market to strengthen their management teams. These smaller, established firms can be attractive alternatives for unemployed financial service professionals who are looking for a change but want to maintain their ties toWall Street.

Treasury Department Announces Pricing of Public Offering of Warrants to Purchase Common Stock of the PNC Financial Services Group, Inc.

Treasury Department Announces Pricing of Public Offering of Warrants to Purchase Common Stock of the PNC Financial Services Group, Inc.
Treasury Department Announces Public Offerings of Warrants to Purchase Common Stock of Bank of America Corporation
Treasury Department Announces Public Offerings of Warrants to Purchase Common Stock of Bank of America Corporation

CastleOak Securities upgrades its trading technology to Fidessa
Fidessa group plc (LSE:FDSA), provider of award-winning trading solutions for the buy-side and sell-side, today announced that CastleOak Securities, the New York based boutique investment bank, has successfully gone live with its hosted trading platform in the US.

CastleOak Securities upgrades its trading technology to Fidessa
Fidessa group plc (LSE:FDSA), provider of award-winning trading solutions for the buy-side and sell-side, today announced that CastleOak Securities, the New York based boutique investment bank, has successfully gone live with its hosted trading platform in the US.
CastleOak Securities Announces The Addition Of Two Investment Banking Professionals
CastleOak Securities Announces The Addition Of Two Investment Banking Professionals
Castleoak Securities Strengthens Its Equity Sales & Trading Team
CastleOak Securities, L.P., announced today the expansion of its equity sales and trading team with the addition of Daniel J. O’Grady, Managing Director, Equity Sales and Trading.
Castleoak Securities Strengthens Its Equity Sales & Trading Team
CastleOak Securities, L.P., announced today the expansion of its equity sales and trading team with the addition of Daniel J. O’Grady, Managing Director, Equity Sales and Trading.

Treasury Department Announces Additional Initial Closing of Legacy Securities Public-Private Investment Fund
The U.S. Department of the Treasury today announced that on October 30, 2009 Angelo, Gordon & Co., L.P. and GE Capital Real Estate completed an initial closing of a Public-Private Investment Fund (PPIF) established under the Legacy Securities Public-Private Investment Program (PPIP).

Treasury Department Announces Additional Initial Closing of Legacy Securities Public-Private Investment Fund
The U.S. Department of the Treasury today announced that on October 30, 2009 Angelo, Gordon & Co., L.P. and GE Capital Real Estate completed an initial closing of a Public-Private Investment Fund (PPIF) established under the Legacy Securities Public-Private Investment Program (PPIP).

New York Fed Names Four Non-Primary Dealer Broker Dealers as TALF Agents
The Federal Reserve Bank of New York today named four non‐primary dealer broker‐dealers as agents for the Term Asset‐Backed Securities Loan Facility (TALF).

New York Fed Names Four Non-Primary Dealer Broker Dealers as TALF Agents
The Federal Reserve Bank of New York today named four non‐primary dealer broker‐dealers as agents for the Term Asset‐Backed Securities Loan Facility (TALF).
GE Capital Real Estate and Angelo, Gordon & Co. Pre-Qualified As Legacy Securities Fund Manager For The U.S. Department Of The Treasury’s PPIP Program
The U.S. Department of the Treasury today announced that on October 30, 2009 Angelo, Gordon & Co., L.P. and GE Capital Real Estate completed an initial closing of a Public-Private Investment Fund (PPIF) established under the Legacy Securities Public-Private Investment Program (PPIP).
GE Capital Real Estate and Angelo, Gordon & Co. Pre-Qualified As Legacy Securities Fund Manager For The U.S. Department Of The Treasury’s PPIP Program
The U.S. Department of the Treasury today announced that on October 30, 2009 Angelo, Gordon & Co., L.P. and GE Capital Real Estate completed an initial closing of a Public-Private Investment Fund (PPIF) established under the Legacy Securities Public-Private Investment Program (PPIP).
CastleOak Securities Adds Two Industry Veterans To Its FixedIncome Sales And Trading Team
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today the addition of industry veterans Gene Gallagher and Roy Jones to its fixed income sales and trading team.
CastleOak Securities Adds Two Industry Veterans To Its FixedIncome Sales And Trading Team
CastleOak Securities, L.P., a leading minority-owned investment bank, announced today the addition of industry veterans Gene Gallagher and Roy Jones to its fixed income sales and trading team.

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

4.450% Notes due 2031

4.650% Notes due 2033

6.625% PerpNC5 Notes
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FRN due 2031
4.619% Notes due 2031
5.133% Notes due 2036

5.500% Notes due 2032

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

CHASE 2011-11
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5.125% Notes due 2031

3.560% Fixed Rate Sustainable Development Bond due 2028
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FRN due 2029
4.078% Notes due 2029
4.892% Notes due 2036

FRN due 2031
4.503% Notes due 2031

FRN due 2028
4.250% Notes due 2028

FRN due 2029
4.470% Notes due 2029

6.600% PerpNC5 Notes
7.000% PerpNC10 Notes

Private Credit Secondaries

5.019% Notes due 2029
6.000% Notes due 2036

SDART 2025-3
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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
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