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
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 approximately 65 professionals and has assisted its clients on public offerings totaling over $4 trillion.
Our founding partners have worked together for over two decades, ensuring a long-term commitment to clients and an internal culture of excellence
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6.950% PerpNC5 Notes
4.942% Notes due 2031
10.000% Notes due 2031
FRN due 2029
4.932% Notes due 2029
5.130% Notes due 2031
6.500% PerpNC5 Notes
CHASE 2025-1
FRN due 2029
4.979% Notes due 2029
FRN due 2031
5.162% Notes due 2031
5.511% Notes due 2036
6.850% PerpNC5 Notes
FRN due 2029
4.915% Notes due 2029
5.140% Notes due 2031
5.502% Notes due 2036
5.230% Notes due 2031
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4.900% Notes due 2028
FRN due 2028
5.244% Notes due 2031
6.020% Notes due 2036
VZMT 2025-1
VZMT 2025-2
SDART 2025-1 (A2)
SDART 2025-1 (A3)
SDART 2025-1 (D)
6.100% Notes due 2028
FRN due 2030
5.240% Notes due 2030
5.454% Notes due 2032
5.632% Notes due 2035
5.450% Notes due 2035
5.900% Notes due 2055
5.875% Notes due 2029
6.500% Notes due 2035
BMARK 2024-V12
CHASE 2024-11
4.700% Notes due 2031
5.200% Notes due 2055
6.000% Series A Mandatory Convert
28,000,000 Shares
Follow-On
48,661,800 Shares
4.600% Notes due 2029
4.550% Notes due 2030
5.211% Notes due 2035
