CastleOak Securities

1 Decision Maker · 2 Verified Contacts & Email Format

📍 New York, NYFinance & Banking🗓 Est. 2006👥 Under 10 employees

About CastleOak Securities

CastleOak Securities is a boutique investment bank.

Email Format

{first_name}.{last_name}@castleoaklp.com — 50.0%

sarah.smith@castleoaklp.com

{first_letter_first_name}{last_name}@castleoaklp.com — 50.0%

ssmith@castleoaklp.com

Leadership & Decision Makers

Contact details of 1 CastleOak Securities decision makers

Shawn Jackson

Managing Director, Investment Banking & Advisory and Head of Los Angeles Office LinkedIn
  • Work email

    s******n@castleoaklp.com

Team & Specialists

Contact details of 1 CastleOak Securities team members

Demetrio Ortiz

  • Work email

    d************z@castleoaklp.com

General Emails

General company emails, e.g. customer support lines

    info@castleoaklp.com

    General Inquiries

    brian.johnson@castleoaklp.com

    Unclassified inbox

    rbcacon@castleoaklp.com

    Unclassified inbox

    ddeighan@castleoaklp.com

    Unclassified inbox

    sschiefelbein@castleoaklp.com

    Unclassified inbox

Similar Companies like CastleOak Securities

Finance & Banking · New York, NY · Est. 1985 · Under 10 employees · $500M–$1B

HQ: New York, NY

Finance & Banking · New York, NY · Est. 2001 · 11–50 employees

HQ: New York, NY

PJT Partners

pjtpartners.com
Finance & Banking · New York, NY · Est. 2015 · 501–1000 employees

HQ: New York, NY

Jefferies

jefferies.com
Finance & Banking · New York, NY · Est. 1962 · 1001–5000 employees

HQ: New York, NY

Explore similar firms in the Finance & Banking sector

Company Info

Last updated: 31/07/2025

(646) 521-6700

New York, NY

Legal Name: CastleOak Securities, L.P.
Employees: 1-10
Founded Date: 2006
Company Type: For Profit
Operating Status: Active
Investor Type: Investment Bank
Phone Number: (646) 521-6700
Last Investment Activity: Jan 28, 2021
Investments Activity: Jan 28, 2021 Jun 30, 2020 Dec 2, 2019

Our service is undergoing beta testing, and you can get all the information that is closed on this page for free by registering. You will not need to provide your credit/debit card details.