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Castleoak Securities

New York City, New Yorkcastleoaklp.com

Overview

Castleoak Securities is a minority-owned, boutique investment bank that provides services in capital markets, sales and trading, and financial advisory.

Year Founded

2006

Portfolio Companies

3

Website

castleoaklp.com

Investments

Company	Date	Stage	Lead
Thoughtworks	Sep 2021	IPO	Co-investor
Apple Inc.	Aug 2020	Debt	Co-investor
Jamf	Jul 2020	IPO	Co-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021

2022

2023

2024

2025

2026

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Firmographic Details

HeadquartersNew York City, New York

Year Founded2006

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