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

Sondhelm Partners Named Best Third-Party Marketing Firm in United States in 2022

The annual Hedgeweek US Awards recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm.

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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SEO for Wealth Managers and Asset Managers: The 6 Things You Must Do First

November 14, 2022

An increasing number of wealth managers and asset managers are recognizing the importance of search engine optimization (SEO) on their websites for lead generation, brand building, and visibility. For many, the most significant obstacle is not knowing what they don’t know and starting down a path that leads to no leads—or to suboptimal results. Even

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Third-Party Marketers and Placement Agents: A Boutique Asset Managers’ Path to Raising Capital

October 18, 2022

Third-party marketers and placement agents can play a critical role in helping asset managers raise capital. This article details what these firms do, why their established investor relationships are critical, and how to select the right partner.

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How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature

October 04, 2022

Smaller hedge and private equity funds often are run by money managers, not marketers. They want to grow but they struggle for investor dollar because of short track-records, not enough assets and limited reputations. Traditional third-party sales firms won’t represent them, yet. For now, use these marketing strategies to get noticed.

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The SEC’s New Modern Marketing Rule: Are You Prepared to Comply?

July 08, 2022

Less than 25% of investment managers admit they’ve fully instituted processes for complying with SEC’s Modern Marketing Rule (Rule 206(4)-1) that is scheduled to go into effect in less than four months. Do you understand the new requirements? Is your firm on track toward meeting these requirements? Our client Chris Ruppenstein of Synthesis shared his insight for sales, marketing, and compliance departments better conform to the new rules.

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In The News

Should Sales and Marketing be ‘One’

January 13, 2023

It is an age-old debate. Which team is the most important – marketing or sales? What drives results – marketing or sales? Should marketing and sales co-exist? Dan Sondhelm opined for this article by Sandra Powers in Emerging Manager Monthly.

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A Clear Investment Story Paves the Way for Successful Fundraising

January 13, 2023

In a crowded market where fund-raising is challenging, hedge fund managers need to make sure they are clearly articulating their investment story through verbal and written communications. Dan Sondhelm shared his latest contribution with Hedgeweek.

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The 10 Best-Selling Active Fund Shops of 2022

January 12, 2023

Only about half of sponsors had positive net sales of their active mutual funds in 2022, new data shows. Of those companies, only eight had more than $10 billion in assets. The best-selling active fund shops of 2022 were either boutique or specialized managers. Dan Sondhelm opined for this Ignites article.

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