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 for 2022 and 2023


Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in its US Emerging Manager Awards for 2023. Sondhelm Partners also won the same category in the Hedgeweek US Awards for 2022.

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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Stay Well-Informed With Our Latest Insights


Would You Drive a Fast Car Slowly? Overcoming Common HubSpot Roadblocks

July 06, 2023

Are you underusing HubSpot like driving a sports car at 30 mph? Uncover why this happens to many asset managers and learn how to overcome common roadblocks.

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How to Turn Your Personal Network into Your Hedge Fund’s First Investors

June 07, 2023

Are you starting a hedge fund? You want institutional seeders, but don't underestimate the power of your personal network to get you started.

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The Key to Engaging Financial Advisors: Wholesalers, White Papers, and Podcasts

May 16, 2023

What captivates financial advisors? Skilled wholesalers, insightful digital content, or a blend? Let's explore two recent surveys to unravel this mystery.

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How to Stop Email Tag (and Rules to Confirm the Meeting Faster)

March 22, 2023

Few things are more important than securing a meeting with a key prospect or client, particularly when time is of the essence. Unfortunately, many boutique asset managers inadvertently complicate the process of scheduling meetings by getting caught up in unnecessary email tag, resulting in a loss of urgency and missed opportunities. Do this instead.

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In The News

Replay Now Available for GAMMA Webinar on AI Trends for Asset Managers

September 27, 2023

Did you miss the live GAMMA webinar on AI trends shaping the asset management industry? Don’t worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the latest advancements in AI technology, its role in asset management, and

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Sondhelm Partners Spearheads Award-Winning Website for Lawson Kroeker Investment Management

September 20, 2023

Sondhelm Partners collaborated on another award-winning website. This time, Lawson Kroeker Investment Management won the "Best Mutual Fund Website" award for its emphasis on timely content and education. Uncover the story behind this accolade. 

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Expanding Your Mindset and Approach for Financial Marketing

September 12, 2023

In an interview with Bill Hortz, Founder of the Institute for Innovative Development, for NASDAQ, Dan Sondhelm unpacks "Virtual Distribution," a transformative strategy for fine-tuning marketing channels to amplify AUM growth, navigate the noise, and achieve results.

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