Startups
CastleOak Securities, L.P. is an industry leading minority-owned, boutique investment bank focused on superior client service in capital markets, sales & trading, and financial advisory
Overview
Employees
11-50
Founded date
2006
Mentions in press and media 3
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Aug 1, 2022 | CastleOak Securities, L.P. Continues Its Tradition of Giving Back | Donating Money Fund Share Class Revenue to Charitable Giving We are thrilled to announce that we are now pledging revenue from our share class products to donate to UNCF. There is nothing more important than reaching back and helping the ne... |
| Apr 6, 2022 | CastleOak Securities Names Robert L. Bacon Newest Partner | The firm continues to cement its legacy and build for the future Rob has been a trusted leader and partner for us, helping to grow our Investment Banking, Capital Markets and Syndicate businesses over the last thirteen years.” — David R. Jo... |
Reviews 0
FAQ about CastleOak Securities
When was CastleOak Securities founded?
CastleOak Securities was founded in 2006.
What has the press written about CastleOak Securities?
Parsers VC has collected 3 articles mentioning CastleOak Securities, among them “CastleOak Securities, L.P. Continues Its Tradition of Giving Back” (Aug 1, 2022) and “CastleOak Securities Names Robert L. Bacon Newest Partner” (Apr 6, 2022).
Is CastleOak Securities still active?
Yes, CastleOak Securities is active; its latest activity on Parsers VC dates from Mar 6, 2025.