Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry 

Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year

hedgeweek-2024

Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in the US in 2024, an award Sondhelm has won for the third year in a row.

brand positioning for asset managers

“Our story needs some work.”

Distribution Help For Fund Managers

“Our sales team could use some direction.”

Marketing firms for asset managers

“Our email-blasts just aren’t gaining traction.”

PR for portfolio managers

“We aren’t getting the news coverage we deserve.”

Help for asset managers with mergers and acquisitions

“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”

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Insights


Making Platform Distribution More Profitable: A Q&A with Loren Fox, at FUSE Research Network

October 31, 2024

From rising personnel demands to data costs, platforms want more from asset managers. Learn key strategies to maintain profitable relationships while optimizing resources in this candid interview.

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How to Keep Engagement Strong in Institutional Sales Meetings

October 17, 2024

Learn how to transform institutional sales meetings from one-sided pitches into engaging, two-way conversations that leave a lasting impression and build stronger relationships. Ready to improve your approach?

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When Your Financial Media Interview Doesn’t Make the Cut

August 29, 2024

Frustrated when not a single word of your news media interview makes the cut? Learn how to turn media disappointments into PR gold. Discover insider strategies to boost your firm's visibility, credibility, and investor appeal. Make every interview count—quoted or not.

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Why Investment Managers Must Communicate During Market Volatility

August 07, 2024

Silence during market turbulence? It's a costly mistake. Discover how proactive communication can transform volatility into opportunity, build trust, and give you a competitive edge. Your investors are waiting—don't let competitors fill the void.

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In The News


Dan Sondhelm to Judge 2025 Private Asset Management Awards

October 21, 2024

For over 20 years, the Private Asset Management Awards have recognized investment professionals, advisors, and service providers with industry distinction and valuable exposure across the private wealth management sector.

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Sondhelm Partners Continues Winning Streak as Third-Party Marketing Firm of the Year at Hedgeweek US Awards 2024

October 17, 2024

Sondhelm Partners proudly announces its win at the Hedgeweek US Awards. This win reflects our commitment to excellence in third-party marketing and was backed by industry-wide votes from managers, allocators, and service providers.

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Sondhelm Partners Named Placement Agent of the Year at Private Equity Wire US Awards 2024

October 10, 2024

Chosen by thousands of private equity professionals, this award recognizes the winners for their outstanding work and the trust they’ve built with managers, allocators, and service providers.

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