CastleOak Securities LP

  • Financial Services
  • New York NY
  • 41 employees
  • Financial Services
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Company Overview

Website
castleoaklp.com
Phone
(646) 521-6700
Employees
41
Founded in
2006
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

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Recent News & Media

Freshworks IPO Underwriters Secure Dismissal in Securities Class Action

  • Apr 15, 2025
  • orrick.com

CastleOak Securities, L.P. Expands Into Private Capital Advisory

  • Mar 6, 2025
  • cbs42.com

Fannie Mae Prices $609 Million Connecticut Avenue Securities (CAS) REMIC Deal

  • Nov 17, 2023
  • fanniemae.com

Citi Hires Veteran-Owned Firms as Joint Lead Managers for Recent $3.2 Billion Bond Issuance

  • May 26, 2023
  • citigroup.com

CastleOak Securities Hires New Head of Fixed Income Electronic Trading (DirectPool)

  • Sep 24, 2021
  • einpresswire.com

Morgan Stanley Investment Management and CastleOak Securities, L.P. Debut New Share Class

  • May 4, 2021
  • morganstanley.com

Who is CastleOak Securities LP

CastleOak Securities L.P. is a limited partnership headquartered in New York City. The firm employs approximately 41 people. CastleOak Securities is a boutique investment bank specializing in capital markets. Their services cater to corporate, governmental, and institutional investor clients, encompassing primary and secondary sales and trading of fixed income, equity, and money market securities. CastleOak Securities differentiates itself by providing tailored solutions and expertise in various capital markets activities. Since 2006, they have assisted clients with public offerings exceeding $3 trillion. Interested parties can learn more about CastleOak Securities by visiting their website at castleoaklp.com.

Company Leadership

Philip Ippolito

CFO/Dir Operations/Co-Founder

Phone Email
Michael Turner

Executive Vice President & Senior Advisor

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Patrick Decatalogne

Executive Vice President Fixed Income, Partner

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Patrick Catalogne

Senior Managing Director and Head of Fixed Income Marketing

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CastleOak Securities LP Industry Tags

Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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FAQ

What is the location of CastleOak Securities LP's headquarters?
The headquarters of CastleOak Securities LP are situated at 110 East 59th Street, 2nd Floor, New York NY
What is CastleOak Securities LP's phone number?
CastleOak Securities LP's contact number is (646) 521-6700.
What is CastleOak Securities LP's official website?
The official website of CastleOak Securities LP can be found at castleoaklp.com.
What is CastleOak Securities LP's current revenue?
As of November 2019, CastleOak Securities LP's annual revenue reached $10B.
How many employees does CastleOak Securities LP currently have?
CastleOak Securities LP employs approximately 41+ people as of November 2019
Which industries is CastleOak Securities LP primarily operating in?
CastleOak Securities LP operates in the following industries: Finance, Credit
Who is the CFO/Dir Operations/Co-Founder of CastleOak Securities LP?
CastleOak Securities LP's CFO/Dir Operations/Co-Founder is Philip Ippolito
What are CastleOak Securities LP's industry tags?
CastleOak Securities LP's industry tags include: Financial Services, Financial Advisory Services, Investment Banking Asset Management
When was CastleOak Securities LP founded?
CastleOak Securities LP was founded in 2006.

Employee Directory

Key Employees

David Jones

CEO/President/Co-Founder

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Brian Dubrow

Credit Sales

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Craig Halyard

Managing Director

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Anastasia Takhnenko

Finance & Operations

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