Sondhelm Partners Wins Best Asset Management Third Party Marketing Company 2024 Award

Posted January 3, 2025 by Frank Serebin

Wealth & Finance International has recognized Sondhelm Partners as the Best Asset Management Third Party Marketing Company 2024 – USA, as part of its annual Private Equity and Venture Capital Awards.

This honor highlights Sondhelm Partners’ proven ability to help boutique asset managers grow their businesses. The firm focuses on connecting managers with investors, sharpening their messaging, and enhancing visibility through strategic marketing, public relations, and distribution efforts. Sondhelm Partners helps clients raise assets and build influential brands by delivering measurable results.

Awards Coordinator Laura O’Carroll commented on this year’s winners: “This program has been a pleasure to host, and I want to personally wish our awardees a prosperous end to the year, for them and their clients. 2025 is set to be a fantastic year as they continue to enrich their industries. Congratulations on your well-deserved win.”

Dan Sondhelm, CEO and Founder of Sondhelm Partners, shared his thoughts on the award:
“We are honored to receive this award. It recognizes our work in helping boutique asset managers connect with investors, refine their messaging, and grow their businesses in meaningful ways. We want to thank our clients, team, investors, and journalists for their support.”

Wealth & Finance International is known for its trusted coverage of banking, finance, and wealth management. The publication is part of AI Global Media, launched in 2010 and has since built 14 distinct brands that serve global audiences with timely, engaging business content, including the flagship Acquisition International.

To learn more about the Private Equity and Venture Capital Awards, visit Wealth & Finance International. For more information on how Sondhelm Partners supports boutique asset managers, visit Sondhelm Partners.

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Financial Industry Veteran Dan B. Sondhelm Recognized in Marquis Who’s Who

Posted December 10, 2024 by Frank Serebin

Dan B. Sondhelm, founder of Sondhelm Partners, has been selected for inclusion in Marquis Who’s Who. Since founding his company in 2016, Sondhelm has helped boutique asset managers worldwide accelerate growth through marketing, public relations, sales, and strategic partnerships. His firm serves traditional and alternative investment managers, helping raise billions in assets under management. Previously a senior partner at SunStar Strategic, Sondhelm holds an MBA from American University and has received numerous industry awards. He currently serves on the board of the Global Asset Management Marketing Association and frequently contributes insights to financial media.

Under Sondhelm’s leadership, the firm has earned recognition as a finalist for Fund Marketer of the Year by the With Intelligence Mutual Fund and ETF Awards and been named among the Most Influential People in Fund Distribution by MutualFundWire. The company’s services span from expanding clients’ online presence through targeted content and data-driven campaigns to building credibility through media relations and thought leadership. Looking ahead, Sondhelm plans to expand the firm’s capabilities through strategic collaborations with technology and data analytics providers to deliver advanced insights and tools for more effective investor engagement.

View the complete press release here.

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Sondhelm Partners Celebrates Wins at the 2024 Institutional Asset Manager Awards

Posted December 5, 2024 by Dan Sondhelm

We’re thrilled to share that Sondhelm Partners was recognized at the 2024 Institutional Asset Manager Awards by Chandler Publishing! We proudly received awards for Best Third-Party Marketing Firm and Best Placement Agent and were also shortlisted for Best PR & Communications Firm.

“These awards reflect the effort our team puts in every day to help clients tell their stories and build lasting connections with investors,” said Dan Sondhelm, CEO of Sondhelm Partners. “I couldn’t be prouder of what we’ve accomplished together over this past year.”

The awards, held last night at the Royal Thames Yacht Club in London, honored standout firms across institutional asset management for their impact, innovation, and service. Beverly Chandler, Managing Editor at Chandler Publishing, offered her congratulations, noting, “Sondhelm’s client-focused, results-driven approach exemplifies the values these awards stand for.”

Sondhelm Partners is committed to helping boutique and emerging managers—mutual funds, ETFs, private equity, and beyond—gain visibility, build investor trust, and grow their AUM. Our award-winning solutions address the unique challenges boutique firms face in a competitive marketplace.

To learn more about how we help managers tell their story, grow their brand, and connect with qualified investors, visit www.sondhelmpartners.com.

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Sondhelm Partners Shortlisted for Best Communications and PR Firm at Fund Intelligence Awards 2025

Posted November 26, 2024 by Dan Sondhelm

We have some exciting news: Sondhelm Partners has been shortlisted for Best Communications and PR Firm at the 2025 Fund Intelligence Operations & Services Awards. This recognition highlights our track record in helping investment managers build strong brands and raise capital in a competitive marketplace.

The Fund Intelligence Awards have set the benchmark for excellence in fund operations and services for over twenty years. What makes these awards particularly meaningful is their rigorous judging process—a panel of industry experts evaluates each nominee based on client service innovation, product development, and sustainable business growth.

This nomination reflects several achievements that have defined our recent work:

• Developing clear, compelling narratives that help managers differentiate themselves
• Implementing targeted marketing campaigns that drive asset growth
• Creating data-driven communications strategies that deliver measurable results
• Building comprehensive digital presence strategies for investment firms.

The awards ceremony will take place on February 6, 2025, at New York’s Metropolitan Club—a fitting venue for celebrating excellence in investment management services. While we’re honored by this acknowledgment, our focus remains clear: helping investment managers tell their unique stories to investors and create meaningful connections in the marketplace.

Thank you to our clients for trusting us with your most important growth initiatives. This recognition reflects the innovative work we’ve achieved together.

We extend our best wishes to all nominees and look forward to celebrating together at the Metropolitan Club in February.

For more information, visit the Fund Intelligence Operations & Services Awards website.

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Dan Sondhelm to Judge 2025 Private Asset Management Awards

Posted October 21, 2024 by Frank Serebin

Dan Sondhelm has been added as a judge for the With Intelligence Private Asset Management Awards 2025.

The event will be held on February 5, 2025, in New York City, and will honor top performers across more than 40 categories within the private wealth management industry.

Entry Deadline: October 25, 2024

The Private Asset Management Awards have recognized excellence for over twenty years, providing a platform for investment professionals, wealth advisors, legal firms, consultants, and other key service providers to gain recognition. Winning an award signals industry distinction and offers valuable exposure.

For more details and to submit your entry, visit the competition’s official website.

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

Posted October 17, 2024 by Dan Sondhelm

Sondhelm Partners is excited to share that we have been named Third-Party Marketing Firm of the Year at the Hedgeweek US Awards 2024. This marks our continued recognition by Hedgeweek and reflects our value to asset managers looking to build brands and raise assets under management.

In addition to this win, we were honored to be shortlisted in two other categories:

• Outsourced Solution of the Year
• PR and Communications Firm of the Year

We extend our congratulations to the winners in these categories, Omega Systems and Prosek Partners, respectively.

The Hedgeweek US Awards celebrate excellence among US fund managers and service providers. This year’s event received over 29,000 votes from managers (42%), allocators (23%), and service providers (35%).

Our consistent recognition underscores our dedication to delivering exceptional service and value. We owe this success to our clients, team, the investors who trust us, and the media partners who help share our stories.

Recent Hedgeweek Awards Highlights:

• Hedgeweek US Awards:
  • Third-Party Marketing Firm of the Year: 2024 (Winner), 2023 (Winner), 2022 (Winner)
  • PR & Communications Firm of the Year: 2024 (Shortlisted), 2023 (Shortlisted)
  • Outsourced Solution of the Year: 2024 (Shortlisted)
• Hedgeweek US Emerging Manager Awards:
  • Best Third-Party Marketing Firm: 2024 (Winner), 2023 (Winner)
• Hedgeweek European Awards:
  • Best PR and Communications Firm: 2024 (Shortlisted)

The winners celebrated at an exclusive event at The Penn Club in New York City last night.

We are grateful for everyone’s support and look forward to continuing to provide outstanding results for our clients.

Visit the Hedgeweek Awards 2024 site for more information.

Boutique asset managers: Book a complimentary strategy session with us today if you’re ready to accelerate your capital raise and grow your brand. Limited spots are available.

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

Posted October 10, 2024 by Dan Sondhelm

Sondhelm Partners is excited to share that we’ve been named Placement Agent of the Year at the Private Equity Wire US Awards 2024.

We were also shortlisted for Best PR and Communications Firm. Congratulations to H/Advisors Abernathy for winning in this category.

These awards are especially meaningful as they’re based on votes from thousands of private equity professionals.

Over 24,000 votes were cast by managers (45%), allocators (22%), and service providers (33%). We’re grateful to everyone who voted and supported us.

Last night, we celebrated with peers at the Private Equity Wire US Awards Reception at The Penn Club in New York. It was a fantastic evening recognizing great work across the industry.

A big thank you for your trust to our clients, partners, investors, and journalists. We’re committed to providing top-tier placement agent, marketing, and PR services to help you grow.

Visit the Private Equity Wire Awards for more information.

Interested in accelerating your capital raise and building your brand? Book a free 60-minute strategy session with us today. We have limited slots, so reach out to reserve yours!

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Private Equity Wire EU Awards 2024: Sondhelm Partners Nominated for Best PR & Communications Firm – Please Vote!

Posted September 17, 2024 by Dan Sondhelm

We are thrilled to announce that Sondhelm Partners has been shortlisted for Best PR & Communications Firm of the Year at the 2024 Private Equity Wire EU Emerging Manager Awards.

We’re honored to be recognized alongside esteemed firms such as Backbay Communications and Prosek Partners. This nomination reflects our commitment to providing top-tier brand-building and capital-raising solutions for emerging managers in the private equity sector.

Now, we need your support! Voting is open until October 4, 2024, via the Private Equity Wire platform. Your vote can help us secure this prestigious recognition. To access the voting portal, click here.

The Private Equity Wire EU Emerging Manager Awards recognize excellence among private equity emerging fund managers and service providers. The awards cover various categories, including fund performance and fundraising success across investment strategies such as buyout, growth, fund of funds, secondaries, co-investment, debt, real estate, and real assets. Service provider categories span all areas of the broader private equity industry.

Voting is conducted through an online poll open to the entire Private Equity Wire userbase. Participants can choose from the shortlisted firms in each category, making this a true industry-wide recognition.

The awards ceremony will take place on Thursday, November 14, 2024, at etc.venues County Hall in London. It promises to be an exciting evening celebrating the best in the industry, with all winners invited to attend this exclusive ceremony and networking event.

We want to sincerely thank our experienced team and valued clients. Your trust and collaboration have been instrumental in bringing us to this point. We remain committed to delivering outstanding client results as we expand our services and strengthen our expertise.

If you’d like to learn more about our work in the private equity sector or discuss how we can support your communication needs, please don’t hesitate to reach out.

Thank you for your continued support. Please remember to cast your vote and help shape the industry’s future!

We look forward to celebrating this achievement with you at the awards ceremony.

To access the voting portal, click here.

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Real Estate Expansion Shows Asset Managers Value In-Office Work

Posted September 9, 2024 by Dan Sondhelm

In recent months, some asset managers have been expanding their geographic footprints, sending a clear message to employees: Working in the office is important. Dan Sondhelm opined for this Ignites article.

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Sondhelm Partners Nominated for ETF Express US Awards 2024 – Please Vote!

Posted August 27, 2024 by Dan Sondhelm

I’m pleased to announce that Sondhelm Partners has been nominated for the ETF Express US Awards 2024 as Best US Public Relations and Communications Firm.

The ETF industry has seen remarkable growth and evolution in recent years, and we’ve been fortunate to help boutique firms build brands and raise capital.

We’re honored to be in excellent company for this award. The other nominees in our category include respected firms such as Arro Communications, Craft & Capital, Dukas Lindon Public Relations, and Gregory FCA.

We kindly ask for your support in this nomination. Voting is open until September 20, 2024, through the ETF Express platform. You can access the voting platform here.

Please vote for Sondhelm Partners, listed under question 31. We appreciate your support and recognize that this nomination is a win for our team.

This nomination comes at an exciting time for Sondhelm Partners. We continue to expand our services and strengthen our ETF expertise, providing our clients with the most effective brand-building and capital-raising solutions. Whether developing comprehensive PR strategies, crafting compelling narratives, managing digital marketing programs, or supporting clients with distribution solutions and strategic partnerships, our goal remains to help our clients grow.

I want to thank our team, whose hard work has brought us to this point. Equally important is the trust and collaboration of our clients, without whom this achievement wouldn’t be possible.

Please don’t hesitate to contact us for more information about our work in the ETF industry or to discuss how we can support your communication needs.

Click here to vote for your favorite ETFs and service providers or learn more about the ETF Express US Awards 2024.

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