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 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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Beating the Odds: Strategies for Launching a Mutual Fund or ETF in a Competitive Market

June 03, 2024

Recent data reveals that 49% of new funds and ETFs shut down within five years. Discover proven strategies to survive and thrive in a competitive market with our expert guide.

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How Asset Managers Can Get HubSpot Discounts

May 16, 2024

Whether you're considering HubSpot or already in talks with them, discover how asset managers can secure HubSpot discounts with these effective strategies. Learn how to save up to 40% and maximize your investment in HubSpot.

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Is Your Website Holding Back the Growth of Your Wealth Management Firm?

May 15, 2024

Is your wealth management website driving clients away? Learn how to enhance content, speed, and security to attract and retain high-net-worth individuals. Discover the secrets now!

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9 Quick Tips: The Boutique Asset Manager’s Guide to Engaging High-Value Advisors

May 14, 2024

How can boutique asset management firms improve their competitiveness, build their brand, and compete for assets? Discover the nine top tactics boutique managers use to attract high-value financial advisors.

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In The News

BNY Chops ‘Mellon’ in Rebrand

June 18, 2024

BNY has rebranded, dropping the "Mellon" from its name and adopting a new logo, as the company looks to evolve its operating model. Dan Sondhelm opined for this article.

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Upgrading PR Strategies for Outcome-Driven Impact

June 18, 2024

Struggling to get your story heard in today's crowded financial marketplace? Discover the 13 most damaging yet overlooked PR pitfalls hurting boutique firms. Dan Sondhelm shares his insights with Bill Hortz.

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Sondhelm Partners Wins Best Third-Party Marketing Award 2022-2024 from Hedgeweek

June 07, 2024

Alexandria, VA — June 7, 2024 — Sondhelm Partners, a firm dedicated to helping boutique asset managers build brands and raise capital, proudly announces its latest victory as the winner of the Third-Party Marketing Firm of the Year category at the Hedgeweek US Emerging Manager Awards 2024. The firm secured an impressive 31.9% of the

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