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
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
Why So Many Good Funds Stay Invisible to Allocators
July 21, 2026
Almost every manager in the room called their fund a hidden gem. The allocators they want are already researching, invited or not. What that means for getting found.
How AI Is Changing Email Marketing in the Financial Sector
July 16, 2026
Learn how AI can improve all aspects of your email financial marketing program, from creating messages to optimizing performance.
Connect With Wealth Management Clients During Holidays All Year Long
June 30, 2026
Wealth managers should absolutely market during holiday periods like July 4, Labor Day, Thanksgiving, and Christmas. Find out how your firm can get it right.
Why Allocators Pass on You Before the First Meeting. And How to Change What They Find
June 22, 2026
An allocator hears your name and checks what's online. Your visibility there decides which conversations you get, and you never see it happen.
In The News
Sondhelm Partners Shortlisted in Three Categories at the 2026 Hedgeweek US Awards
July 14, 2026
Sondhelm Partners is shortlisted in three categories at the 2026 Hedgeweek US Awards, including a title we've held since 2022. Voting is open through August 14. Vote now.
Dan Sondhelm to Speak on the Fund Manager and Journalist Relationship at the Uncorrelated Summit
June 17, 2026
Dan Sondhelm is joining a panel at the Uncorrelated Manager Growth Summit in New York on June 24, alongside fund managers and journalists, to discuss a relationship most emerging managers underrate: the one between a manager and the reporters who cover their market.
Advisors No Longer Value Traditional Ads, Here’s How to Reach Them
May 15, 2026
New Fuse Research found advisors place more value on media commentary and live events than traditional advertising. Dan Sondhelm opined in FundFire on how PR, content, and thought leadership help managers get noticed.
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