StoneCastle manages in excess of $2.5 billion of assets in various fixed income strategies on behalf of institutional and high net worth investors. Our fixed income strategies include cash and money market products, corporate credit and structured products.
StoneCastle’s management team pioneered pooled investment strategies in small FDIC insured depository institutions while members of Citigroup Global Markets Inc. in the late 1990s. Their ground breaking research on bank default rates and conversations with bank regulators led to the development and execution of the first bank trust preferred securitization (Regional Diversified Funding I) in March 2000. This landmark transaction ushered in a new era for small financial institutions seeking to raise regulatory capital and opened the door for investors seeking access to this underinvested opportunity.