Ongoing Commitment to Community Support & Development

Sponsorships

Since inception of the firm, CastleOak has donated over $4 million in charitable contributions and sponsorships.
CastleOak, since inception, has regularly donated a portion of its profits in support of charitable and professional organizations.

We are proud of our partnerships with organizations whose missions align with our values and desire to be a positive catalyst for change within the communities we serve. To accomplish this, our giving back initiatives focus on our three main philanthropic pillars: education, professional development, and community.

Education
Professional Development
Community
ScholarshipsCharitable MatchVolunteering
We support scholarships at:

We have now assisted 12 diverse students in pursuing their dreams of higher education.

Last year, we contributed to a new fund at Wharton, established to attract and support African-American MBA students.

Our History
Philosophy
Team
Careers
A Pioneer in Value Investing
For more than three decades, Third Avenue Management has consistently pursued a fundamental, bottom-up approach to deep value and distressed investing.
We focus on four key investment pillars
Third Avenue Management’s unique value investing philosophy was developed by our late founder, Martin J. Whitman, a veritable legend of deep-value investing. Having spent much of his career as a renowned restructuring and bankruptcy expert, Marty developed an acute appreciation for the importance of balance sheet analysis as it relates to both corporate creditworthiness and corporate asset value.
Long Tenured Management Team
Third Avenue’s Management Committee has full responsibility for the leadership of the Firm. The Management Committee has been in place since 2002 when Affiliated Managers Group (“AMG”) invested in Third Avenue. Collectively, the Management Committee has provided five decades of service to the Firm. Our refined management structure ensures that its leadership team is represented by senior members of each of our functional departments.
Explore Careers at Third Avenue
A career with Third Avenue Management provides the opportunity to work with a leading value-oriented investment adviser. Based in New York, the Firm was founded in 1986 by legendary investor Martin J. Whitman.

In 2024, we remained committed to giving back and were proud to increase our largest donation to a single charitable organization by 26% over the 2023 amount. Some of our giving back initiatives include:

Management Leadership
for Tomorrow

We earmarked a portion of profits from our Money Fund share class product to donate to Management Leadership for Tomorrow (MLT) and are working through various touchpoints where members of our management team (and beyond) will donate their time to speak to the students they serve.

PGA Works Collegiate
Championship

We have sponsored the PGA Works Collegiate Championship (PWCC) for several years. The event includes Beyond the Green, a career expo designed to educate and advance opportunities for talent from all backgrounds to pursue careers in the business of golf and beyond.

Education
Professional Development
Community
CastleOak plays a broader role in the communities in which we and our clients live and work beyond what we deliver through our core business activities. We do this through educational and professional development, community investment programs and the direct efforts of our employees. By aligning our educational and community investment strategies to our skills and experience as a company, the positive impact of our activity is much more than just a financial contribution.
Scholarships
Charitable Match
Volunteering
We support scholarships at:

We have now assisted 12 diverse students in pursuing their dreams of higher education.

Last year, we contributed to a new fund at Wharton, established to attract and support African-American MBA students.

A few of the organizations we matched
donations to:

In 2024, we increased our collective impact:

59

%

Employee Requested Donation Matching than 2023

46

Employee-Chosen Charitable Organizations

$17,975

Total Employer-Matched Contributions
Volunteering is a way we live out our core values.

This summer, CastleOak employees took part in the CastleOak Day of Service, engaging in various volunteer activities at charitable organizations across NY and NJ, supporting those in need. This event will now be an annual addition to our employees' ongoing charitable efforts.

NY-based employees volunteered:

6

Different Organizations

9

Dates

94%

Participation
ScholarshipsCharitable MatchVolunteering
We support scholarships at:

We have now assisted 12 diverse students in pursuing their dreams of higher education.

Last year, we contributed to a new fund at Wharton, established to attract and support African-American MBA students.

Our History
Philosophy
Team
Careers
A Pioneer in Value Investing
For more than three decades, Third Avenue Management has consistently pursued a fundamental, bottom-up approach to deep value and distressed investing.
We focus on four key investment pillars
Third Avenue Management’s unique value investing philosophy was developed by our late founder, Martin J. Whitman, a veritable legend of deep-value investing. Having spent much of his career as a renowned restructuring and bankruptcy expert, Marty developed an acute appreciation for the importance of balance sheet analysis as it relates to both corporate creditworthiness and corporate asset value.
Long Tenured Management Team
Third Avenue’s Management Committee has full responsibility for the leadership of the Firm. The Management Committee has been in place since 2002 when Affiliated Managers Group (“AMG”) invested in Third Avenue. Collectively, the Management Committee has provided five decades of service to the Firm. Our refined management structure ensures that its leadership team is represented by senior members of each of our functional departments.
Explore Careers at Third Avenue
A career with Third Avenue Management provides the opportunity to work with a leading value-oriented investment adviser. Based in New York, the Firm was founded in 1986 by legendary investor Martin J. Whitman.
"
I hope to repay you through giving my all to my studies. I aim to learn about myself and, in turn, become a more complete person by the time I graduate so that I, too, can leave a positive impact on the community.”
Tamir Frank
Wharton, University of Pennsylvania, Class of 2020
"
Without your scholarship, I would not have been able to do what I am doing or have the opportunities that I have.”
Leanna R. Chester
‍Boston University, Class of 2021
"
Your generosity means so much not only to myself, but also to my family.  I want to take full advantage of the opportunities presented to me.”
Olivia Nelson
Wharton, University of Pennsylvania, Class of 2017
"
My time at PENN has definitely been my most transformative years and I wouldn’t have been able to experience them if not for you all.”
Malcolm Summers
Wharton, University of Pennsylvania, Class of 2021
Next Section - Careers >
CastleOak Securities, L.P.
3 World Financial Center
200 Vesey Street
4th Floor
New York, NY 10281
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