CastleOak is excited to announce that we were chosen to be a Co-Manager on Pacific Gas & Electric’s $2BN bond offering. We congratulate Pacific Gas and Electric Company on a successful issuance and look forward to helping them achieve their future financing goals. #COAK #CastleOak #PG&E #CorporateFinance #BondOffering #CapitalMarkets
CastleOak Securities
Financial Services
New York, New York 4,627 followers
Boutique investment bank focused on superior client service in capital markets, sales & trading and financial advisory
About us
CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.
- Website
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http://castleoaklp.com
External link for CastleOak Securities
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Banking and Capital Markets, Equity Sales & Trading (including Share Repurchase), Fixed Income Sales & Trading (including electronic DirectPool™ platform), Financial Advisory, and Money Fund & FX Portals
Locations
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Primary
200 Vesey St
4th floor
New York, New York 10281, US
Employees at CastleOak Securities
Updates
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CastleOak’s DirectPool™ connects clients to scalable, real-time liquidity through full Bloomberg BOLT and ALLQ integration — reducing trading costs and improving execution quality. By uniting technology, liquidity, and expertise, we’re helping investors trade smarter and faster across fixed income markets. #COAK #CastleOak #FixedIncome #ElectronicTrading #Bloomberg #TradingTechnology #DirectPool
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We’re continuing to invest in the growth of our core business lines and are looking for talented professionals to join us. If you’re ready to take your career to the next level, explore our opportunities here: https://lnkd.in/e8baqgj3 #CastleOak #COAK #FinancialAdvisory
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CastleOak is pleased to announce that we were chosen to be a Co-Manager on DirecTV’s $1.6BN bond offering. We congratulate DIRECTV on a successful issuance and look forward to helping them achieve their future financing goals. #CastleOak #COAK #CorporateFinance #BondOffering #CapitalMarkets #DirectTV
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CastleOak is committed to cultivating the next generation of professionals in finance. Our internship program offers valuable mentorship and hands-on exposure across multiple departments, providing a comprehensive view of the work that drives our business forward. To learn more, visit: https://lnkd.in/eWuGwQK8 #CastleOak #COAK #LegalInternship #internship #nextgen #futureleaders
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CastleOak was honored to sponsor and attend the annual New Jersey Performing Arts Center Spotlight Gala this past weekend, where our CEO David Jones serves on the Board, supporting the Arts Center’s indispensable work in arts education, community engagement, and well-being. Thank you to Women@NJPAC for hosting such an impactful event and for their ongoing work to strengthen communities through the arts! #CastleOak #COAK #SpotlightGala2025 #WomenAtNJPAC #ArtsForAll
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CastleOak is thrilled to announce that we were chosen to be a Joint-Lead Manager on Wells Fargo’s $4BN bond offering. We congratulate Wells Fargo on a successful issuance and look forward to helping them achieve their future financing goals. #CastleOak #COAK #CorporateFinance #BondOffering #DebtCapitalMarkets #FinancialAdvisory
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At CastleOak, every employee participates in an annual Day of Service, contributing to volunteer opportunities at local charitable organizations and adding to the rich slate of charities our team supports throughout the year. This month Itai Benosh, CTP and his family delivered holiday food bags to Holocaust survivors and seniors, helping brighten their Rosh Hashanah celebrations! #COAK #CastleOak #DayofService #GivingBack #RoshHashanah
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We’re continuing to invest in our core lines of business at CastleOak! Learn more about our 2-Year Analyst Program here: https://lnkd.in/eWuGwQK8 #COAK #CastleOak #Careers #Analyst
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CastleOak was proud to join Lord Abbett and partner firms for the 9/11 Day Meal Pack, honoring the lives lost on September 11th through service and helping pack over 2 million meals for New Yorkers in need. Thank you to Lord, Abbett & Co. LLC for hosting such an impactful event! #CastleOak #COAK #911Day #DayOfService #NeverForget #CommunityImpact #Philanthropy https://lnkd.in/eZSb42JB
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