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  1. 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.

    • Leadership Team

      Leadership Team - CastleOak Securities

    • Recent Deals

      Recent Deals - CastleOak Securities

    • Media Center

      Please join us for the: CastleOak Q1‘24 Money Fund Outlook...

    • Contact

      Portland. 4380 S. Macadam Avenue. Suite 540. Portland, OR...

    • Giving Back

      Since inception of the firm, CastleOak has donated over $3.3...

  2. CASTLEOAK SECURITIES, LP CRD# 125334 SEC# 8-65786 Main Office Location 200 VESEY STREET FL 04 NEW YORK, NY 10281 Regulated by FINRA New York Office Mailing Address 200 VESEY ST FL 04 NEW YORK, NY 10281 Business Telephone Number (212) 527-3148 Report Summary for this Firm This report summary provides an overview of the brokerage firm.

  3. View Dave Sloop’s profile on LinkedIn, the world’s largest professional community. Dave has 3 jobs listed on their profile. See the complete profile on LinkedIn and discover Dave’s ...

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    • CastleOak Securities, L.P.
    • Portland, Oregon, United States
  4. castleoak management, llc : general partner : gomez, luis j (crd#:4974439) finop and principal financial officer : ippolito, philip (crd#:1072137) chief operating officer and principal operations officer : schultz, jonathan myles (crd#:2517935) chief compliance officer

  5. CastleOak Securities has 5 employees across 5 locations. See insights on CastleOak Securities including office locations, competitors, revenue, financials, executives, subsidiaries and more at Craft.

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