Castleoak Securities Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Castleoak Securities

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Castleoak Securities Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	52312 Securities Brokerage
Address	200 Vesey St Fl 4 New York, NY 10281

Note: Revenues for privately held companies are statistical evaluations.


Castleoak Securities's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Castleoak Securities's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Castleoak Securities is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Castleoak Securities Annual Revenue and Growth Rate

Castleoak Securities	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Castleoak Securities's revenues are gauged from an analysis of company filings.

Castleoak Securities's Income Statement (based on Industry Averages)

Castleoak Securities P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Castleoak Securities is developing and marketing. Castleoak Securities doesn't have any recent trademark applications, indicating Castleoak Securities is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
DIRECTPOOL Financial trade execution, confirmation, clearing and settlement services; financial services, namely, transacting and trading of financial instruments; providing an electronic marketplace for trading of financial instruments; securities brokerage; brokerage of financial securities via a platform for competitive bidding; brokerage of bonds; investment brokerage; financial analysis; financial management; financial portfolio management; financial information; provision of financial and securities information	06/15/2016
CASTLEOAK SECURITIES Financial services, namely, brokerage services for transacting and trading of financial securities; transacting and trading of financial securities for institutional brokerages; financial trade execution services; proprietary trading services; investment banking services; securities brokerage; equity capital investment services	04/13/2006

See all trademarks and details in the Full Report.

Market Share of Castleoak Securities's Largest Competitors

A competitive analysis shows these companies are in the same general field as Castleoak Securities, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Castleoak Securities. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RBC CAPITAL MARKETS	New York, NY	8
JANE STREET GROUP	New York, NY	3
FIVE RINGS	New York, NY	0
CASTLEOAK SECURITIES	New York, NY	0
WHITAKER SECURITIES	New York, NY	0

Future Competition: Castleoak Securities's Fastest Growing Competitors

These companies are in the same general field as Castleoak Securities and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)