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
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6.150% Notes due 2030
5.250% Notes due 2035
FORDO 2025-A1
FORDO 2025-A2A
FORDO 2025-A2B
FORDO 2025-A3
FORDO 2025-A4
CHASE 2025-3
5.200% Notes due 2035
4.900% Notes due 2030
5.400% Notes due 2035
5.550% Notes due 2035
6.000% Notes due 2055
5.150% Notes due 2035
5.650% Notes due 2055
5.450% Notes due 2031
5.300% Notes due 2030
5.612% Notes due 2056
6.375% Notes due 2055
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6.950% PerpNC7 Pfd
FRN due 2028
4.550% Notes due 2028
4.950% Notes due 2032
5.000% Notes due 2030
7.625% PerpNC10.5 Pfd
IPO
60,000,000 Shares
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
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
