CastleOak Securities, L.P. is an industry leading independent, 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 70 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
Our TeamStay up to date on our company’s achievements, announcements, and media mentions
Media Center
5.019% Notes due 2029
6.000% Notes due 2036
SDART 2025-3
4.100% Notes due 2029
4.300% Notes due 2030
4.650% Notes due 2032
5.000% Notes due 2035
JPM CHAIT 2025-1
4.734% Notes due 2031
5.576% Notes due 2036
5.450% Notes due 2028
6.875% Perpetual Notes
CHASE 2025-8
.svg.png){kind=logo}
Follow-On
FRN due 2030
4.711% Notes due 2030
5.323% Notes due 2036
FRN due 2027
.svg.avif){kind=logo}
WFCIT 2025-A1
FRN due 2028
4.441% Notes due 2028
5.316% Notes due 2036
SYNIT 2025-2
1.726% Notes due 2030
2.003% Notes due 2032
2.369% Notes due 2035
2.779% Notes due 2040
.svg.avif){kind=logo}
7.050% Perpetual Notes
4.700% Notes due 2030
5.375% Notes due 2035
6.050% Notes due 2056
4.650% Notes due 2030
5.250% Notes due 2035
FRN due 2028
4.574% Notes due 2028
4.808% Notes due 2030
4.600% Notes due 2030
4.914% Notes due 2030
4.700% Notes due 2030
5.350% Notes due 2035
6.875% 40NC5 Pfd
5.450% Notes due 2035
