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State Street Global Advisors may have to pivot its marketing strategy for its new private-credit ETF after agreeing to drop “Apollo” from its name. Ignites turned to Dan Sondhelm to discuss how this rebranding might affect investor perceptions and market positioning.
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The call caught me off guard. “Your firm won best Communications and PR firm at the Fund Intelligence Operations & Service Provider Awards 2025,” they said. After three decades of helping investment managers tell their stories, this recognition hit differently.
Not because we beat out bigger firms at the ceremony in New York this month. But because it validates what we’ve been saying about financial communication evolving. The old playbook of dense technical writing and market commentary no longer cuts it.
Our work with KraneShares shows what modern financial communication looks like. Their marketing head, Joe Dube, put it well: “Sondhelm helped us articulate our perspective on China and thematic investing in ways that truly connect with investors and advisors. They brought the industry knowledge and creative storytelling we needed to stand out.”
What Joe didn’t mention is how open his team was to breaking down complex ideas. That made all the difference. As our PR director, Milin Iyer, notes, “When a client understands the power of making sophisticated concepts digestible, our job as communicators becomes much more effective.”
We’ve found that investment managers are hungry for a different approach. They want partners who can help them cut through the noise. That means going beyond traditional PR to create authentic stories that resonate. It means building marketing programs that connect with the right audiences and drive growth. Most importantly, it means measuring what works.
The award ceremony at the Metropolitan Club marked a special moment for our team. But what matters more is seeing our clients succeed in an increasingly competitive marketplace. The real win comes when we help them build meaningful connections with their audiences.
Looking ahead, we’re doubling down on what works: helping investment managers tell clear, compelling stories. The industry is changing fast, and we’re excited to keep pushing boundaries with partners who share our vision.
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Sondhelm Partners is happy to announce that we’ve been nominated in three Hedgeweek European Awards 2025 categories. This recognition reflects our commitment to helping partners build brands and awareness of them. The categories we’ve been nominated in are:
Voting for the awards is through Friday, February 28, 2025.
Sondhelm Partners is asking clients and friends to visit the Hedgeweek Awards Website to vote. You will need to log in with your Facebook, Google, or LinkedIn account. For your vote to be verified, please put your full name and company name in the comment box for the first category you select. You can find this by clicking on Sondhelm Partners and ‘add comment’. You only need to do this once.
Voting for Sondhelm supports our team and helps shape industry standards for service providers.
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Read more and see what else Dan had to say.
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F/m Investments launches 12 new ETF strategies. With Intelligence turned to Dan Sondhelm for insights on the ambitious move into specialized fixed-income and small-cap markets.
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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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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.
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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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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:
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 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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