CastleOak Securities - aVenture Asset Manager Research
Location
New York City, NY, US
Founded
2006
CastleOak Securities is a boutique investment bank specializing in capital markets, sales and trading, and financial advisory services. The firm serves a diverse range of corporate, governmental, and institutional clients. CastleOak Securities focuses on debt financing and has participated in significant public offerings, including a notable $900 million raise for Duke Energy Corporation.
The firm prides itself on honesty, integrity, and performance, aiming to deliver superior client service. Key partners and decision-makers at CastleOak bring extensive experience from various sectors, enhancing the firm's ability to provide tailored financial solutions. As a minority-owned business, CastleOak Securities also emphasizes diversity and inclusion within its operations and client engagements.
CastleOak Securities - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
