Skip to main content
Caplight Logo









Castleoak Securities

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

Investments

Castleoak Securities investments
CompanyDateStageLead
Apple Inc.Aug 2020DebtCo-investor
Book a demo to see all investments

For institutional investors. Book with your work email.

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Unlock portfolio analytics

Book a demo to explore sector, stage, and valuation breakdowns for this investor.

Book a demo

For institutional investors. Book with your work email.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Unlock portfolio analytics

Book a demo to explore yearly investment trends and funding raised over time.

Book a demo

For institutional investors. Book with your work email.

FAQ

Where is Castleoak Securities based?

Castleoak Securities is headquartered in New York City, New York, United States.

When was Castleoak Securities founded?

Castleoak Securities was founded in 2006.

How many portfolio companies does Castleoak Securities have?

Castleoak Securities has 3 portfolio companies in Caplight's dataset.

What are some companies in Castleoak Securities's portfolio?

Portfolio companies visible on Caplight include Apple Inc..

What was Castleoak Securities's most recent investment shown here?

Castleoak Securities's most recent investment in this portfolio sample was in Apple Inc. in 2020.

What sectors does Castleoak Securities focus on?

Castleoak Securities focuses on Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, Cybersecurity, Enterprise Software, AI, Data & Cloud Infrastructure.

What company stages does Castleoak Securities focus on?

Stage focus information for Castleoak Securities is not publicly available.

Firmographic Details

HeadquartersNew York City, New York
Year Founded2006

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?