Castleoak Securities, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 125334
- Registered since
- July 24, 2003
- Website
- www.castleoaklp.com
Firm profile
FINTRXOverview
Castleoak Securities, LP is organized as a partnership and is classified as an investment bank. The entity has been registered with the SEC since 2003. Public profile details identify the owner type as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not described as an active ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant, a related adviser, or a newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
David Jones
Co-Founder, President and Chief Executive OfficerCRD 2389684
Jeffrey Skinner
Chief Compliance OfficerCRD 4078336
Contacts
3 of 61
Patrick Decatalogne
Executive Vice PresidentCRD 1708505
Daniel Chan
Managing DirectorCRD 3104371
Michael Bailey
Assistant Vice PresidentCRD 5664935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 200 Vesey St
- Time zone
- ET (UTC-5)
- Office locations
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