CastleOak Securities
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
110 E 59th St 5, New York City, New York...Phone Number
(646) 521-6700Website
www.castleoaklp.comRevenue
$10.1 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About CastleOak Securities
CastleOak Securities, L.P. is a minority-owned boutique investment bank that specializes in capital markets, sales & trading, and financial advisory services. The firm serves a diverse clientele, including corporate, governmental, and institutional clients, and has facilitated over $5 trillion in public offerings since its inception in 2006. With a team of approximately 75 professionals, CastleOak combines the expertise of larger investment banks with the personalized service of a boutique firm. Their offerings include investment banking, fixed income and equity sales & trading, and innovative solutions like DirectPool and Money Fund Access.Explore more
CastleOak Securities Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
CastleOak Securities
$10.1M
11-50
Private
<$5M
2006
PI
Phillip IppolitoManaging Director - Chief Financial Officer and Director of Operations
Company Profile Activity
Activity Insights
CastleOak Securities is experiencing very low activity levels compared to other companies in the Finance sector.
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CastleOak Securities is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CastleOak Securities.
CastleOak Securities financials insights
Gather financial insights about CastleOak Securities, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
CastleOak Securities Tech Stack
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CastleOak Securities News & Media
CastleOak Securities L.P., Davy and Norges Bank Investment Management join Sustainable Trading
Sustainable Trading today welcomes three more firms into the membership network. LONDON, UNITED KINGDOM, November 15, 2023 /EINPresswire.com/ -- After a busy and productive year, Sustainable Trading, the non-profit organisation dedicated to transforming …CastleOak Securities, L.P. Joins BDA
CastleOak Securities, L.P. Becomes Full Member of Bond Dealers of America NEW YORK, NY, USA, August 30, 2022 /EINPresswire.com/ -- CastleOak Securities, L.P. Joins BDA Actively Engaging in BDA's Division for Minority, Women and Veteran Owned …CastleOak Securities, L.P. Continues Its Tradition of Giving Back
Donating Money Fund Share Class Revenue to Charitable Giving NEW YORK, NY, USA, August 1, 2022 /EINPresswire.com/ -- CastleOak Securities, L.P. (“CastleOak”) has regularly donated a portion of its profits in support of charitable and professional …CastleOak Securities Names Robert L. Bacon Newest Partner
The firm continues to cement its legacy and build for the future NEW YORK, NY, USA, April 6, 2022 /EINPresswire.com/ -- CastleOak Securities, L.P., a leading New York-based boutique investment bank, is pleased to announce that Robert L. Bacon has been …
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CastleOak Securities, L.P. is a minority-owned boutique investment bank that specializes in capital markets, sales & trading, and financial advisory services. The firm serves a diverse clientele, including corporate, governmental, and institutional clients, and has facilitated over $5 trillion in public offerings since its inception in 2006. With a... Read More
