Category: In The News

Sondhelm Partners Honored to be Shortlisted Again for the Fund Intelligence Awards

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We’re excited to share that Sondhelm Partners has been shortlisted under the Best Communications & PR Firm category for the 2024 Fund Intelligence Operations and Services Awards. This marks the second straight year we’ve been shortlisted. Being repeatedly honored by this long-running industry awards program is an achievement we’re incredibly proud of.

These annual awards identify leading fund service providers who deliver value to asset managers while demonstrating robust and sustainable growth. The extensive evaluation criteria cover client impact, innovation, service quality, and operational excellence.

A panel of veteran industry experts conducts the judging process. Making it to the shortlist against intense competition demonstrates that Sondhelm Partners continues to distinguish itself through strong brand-building and capital-raising solutions. Our team sees being a repeat contender as a powerful motivation to keep raising the bar.

We look forward to attending the awards gala on February 15th, where the winners will be announced live on stage. In the meantime, we appreciate being recognized again by Fund Intelligence and thank our clients and dedicated team for making this repeated distinction possible. Good luck to all the nominated firms across categories.

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Dan Sondhelm Added to the Private Asset Management Awards 2024 Judging Panel

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We are pleased to announce that Dan Sondhelm will join the judging panel for the With Intelligence Private Asset Management (PAM) Awards 2024.

Now in their twentieth year, the PAM Awards are a hallmark of excellence, showcasing innovation and outstanding performance in the sector. These awards highlight the achievements and advancements in private asset management, providing a platform for industry leaders to demonstrate their successes.

We look forward to his contributions in identifying and honoring the industry’s best.

The black-tie Awards ceremony will occur on February 8, 2024, in New York City. For more information, visit the event website.

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Honing A Marketing And Sales Strategy For 2024

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Financial firms are grappling with developing 2024 sales and marketing plans amid new technologies, engagement approaches, and an uncertain landscape. Institute for Innovation Development founder Bill Hortz sat down with Dan Sondhelm to discuss insights on crafting an effective growth strategy.

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Sondhelm Partners Shortlisted for Hedgeweek European Awards 2024

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Please show your support by voting for Sondhelm Partners in the Best PR and Communications Firm category (#44) on the Hedgeweek Awards website before voting closes this Friday, December 8, 2023.

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Sondhelm Partners Wins Best Placement Agent Award, Shortlisted for Two More at Institutional Asset Manager 2023 Awards

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We are thrilled to announce that Sondhelm Partners has won the Best Placement Agent Award, as voted on by industry peers, at this year’s Institutional Asset Manager Awards hosted by Chandler Publishing. In addition, we were finalists for Best Third-Party Marketing Firm and Best PR & Communications Firm.

All three categories reflect our commitment to integrating sales and marketing solutions for boutique asset managers. Managers deserve access to brand-building and results-driven capital-raising support regardless of AUM size.

Dan Sondhelm, CEO of Sondhelm Partners, said: “These awards validate our commitment to helping clients attract investors, start conversations, and build brands. I’m proud of what our team has accomplished this past year.”

“We thank our team, clients, partners, investors, and journalists who cover the industry. Your continued support allows us to connect selective investors with promising investment opportunities,” said Sondhelm.

“Congratulations to Sondhelm Partners on their win and nominations in this year’s awards,” said Beverly Chandler, managing editor at Chandler Publishing. “It’s firms like Sondhelm that exemplify the client-focused approach, innovative thinking, and excellence in service delivery that these awards aim to recognize. We’re thrilled to see boutique specialists like Sondhelm receiving industry-wide validation through our program.”

Congratulations to all this year’s worthy winners and finalists. The industry should be proud of the innovation and success on display at the 2023 Institutional Asset Manager Awards.

Are you struggling to raise capital or establish your brand? Visit to see how our award-winning solutions can help boutique asset managers overcome obstacles and accelerate growth.

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Asset Managers Relax Hybrid Office Policies for the Holidays

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Asset managers have ramped up the number of days employees must enter the office. But, some company executives are relaxing those in-office policies to allow employees to work remotely for the holiday season. Dan Sondhelm opined on the trend for Ignites.

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At Fidelity, AI Provides Extra Eyes to Spot Red Flags

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The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales, and other staff review public-facing communication. Dan Sondhelm opined on how asset managers are using AI for this Chief Investment Officer article.

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Sondhelm Partners Continues Winning Streak at Hedgeweek US Awards 2023

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Retains Best Third-Party Marketing Firm Title and Clinches Third Place in Best PR & Marketing Firm Category

New York, NY — October 30, 2023 — Sondhelm Partners, a leader in helping boutique asset managers raise capital and build brands, proudly announces its latest triumphs at the Hedgeweek US Awards 2023. Building on its 2022 title, the firm successfully defended its Best Third-Party Marketing Firm accolade. Additionally, Sondhelm Partners clinched a strong third place in the Best PR & Marketing Firm category. The firm won Hedgeweek’s Emerging Manager Awards in the Best Third-Party Marketing category earlier this year.

The annual Hedgeweek US Awards commend excellence among service providers and fund managers in the United States. Spanning all the key areas of the broader hedge fund industry, the service provider categories include Best Third-Party Marketing Firm and Best PR & Marketing Firm.

Hedgeweek is a premier source of news, features, and information in the hedge fund industry. Its comprehensive range of analysis, curated events, and data aims to inform, educate, and foster collaboration between asset managers, allocators, and service providers.

“Navigating capital raising and brand building stands as formidable challenges for many hedge fund managers,”said Dan Sondhelm, CEO of Sondhelm Partners. “Hedgeweek’s recent survey echoes this sentiment, revealing that 82% of emerging managers and 62% of all hedge fund managers find this their most difficult task. We’re pleased to offer strategic guidance in this complex terrain, easing the path for our clients.”

“This accolade is a joint effort of sorts,” continued Sondhelm. “It’s a testament to our devoted team, our supportive strategic partners, our clients who have invested their trust in us, and the broader community of investors and journalists who engage with unique investment opportunities.”

Sondhelm Partners grabbed 19.5% of the vote among nine firms in the Best Third-Party Marketing Firm category. The firm faced formidable competitors like Agecroft Partners, Boldwater Partners, Clearglass Capital Partners, Crawford Ventures, Eureka Capital Partners, First Avenue, PJT Park Hill, and The Far Hills Group.

In the Best PR & Marketing Firm category, Sondhelm Partners placed third and claimed 13% of the vote for the eight shortlisted firms. The firm competed against notable names such as BackBay Communications, EXT Marketing, Gasthalter & Co., Peaks Strategies, Peregrine Communications, Prosek Partners, and Vested.

“The Hedgeweek US Awards is a rigorous evaluation of service providers for hedge funds, underscoring the significance of each win,” according to a Hedgeweek spokesperson. “Sondhelm Partners’ achievements in the Third-Party Marketing and PR & Marketing categories exemplify the competence and competitiveness we seek to recognize, making them most deserving of these honors.”

A Winners Reception was held for fund managers, investors, allocators, and service providers at The Penn Club, New York.

About Sondhelm Partners

Sondhelm Partners is an award-winning firm that helps boutiques and established asset managers globally focus on growth. Many of our clients are hidden gems, full of potential yet not in the investor spotlight. By aiding them in telling their unique stories, we enhance their market presence. Our guidance helps attract investors, enhance credibility, and build strong brands, bridging the gap between potential and recognition and turning promising companies into notable market successes.

We have a history of successfully raising capital for clients from financial advisors, institutional investors, and other audiences. We leverage our industry knowledge to provide expert marketing, public relations, sales, and strategic partnership solutions.

We work with various financial services client types, including retail asset managers such as mutual funds and ETFs; institutional managers; alternative managers like hedge funds, private equity, and real estate funds; wealth managers and RIAs; fintech companies; and industry service providers.

Dan Sondhelm founded the boutique firm in 2016 and frequently contributes to financial news media, such as FundFire, Ignites, Traditional Fund Intelligence,, Business Insider, Reuters, and Nasdaq. He presents at industry conferences and webinars and speaks to industry boards of directors.


For more information, please contact Dan Sondhelm, CEO of Sondhelm Partners, at 703-597-3863 or, or visit

Securities offered through Compass Securities Corporation member FINRA/SIPC 50 Braintree Hill Park, Suite 105, Braintree, MA 02184 (781) 535-6083 fax (781) 535-6084.

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Sondhelm Partners Shortlisted for Three Categories at Chandler Publishing’s Institutional Asset Manager 2023 Awards

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We are pleased to announce that Sondhelm Partners has been shortlisted in three categories related to brand building and capital raising at this year’s Institutional Asset Manager Awards. Hosted by Chandler Publishing, a leading name in financial publishing, these Europe-based awards recognize our commitment to supporting the growth of our clients.

This Year’s Shortlist
We have been shortlisted for:

  • Best PR & Communications Firm
  • Best Third-Party Marketing Firm
  • Best Placement Agent

The Competitive Landscape
We are competing against well-respected firms. In the PR & Communications category, our contenders include Cornerstone, Craft & Capital, Lyceus Group, and Hydra Strategy. The Placement Agent category places us alongside Stone Mountain Capital and VCP Apex. For the Third-Party Marketing award, we are pitted against Castle Hill Partners, Chartered Developments, and FundRock.

Your Support Is Crucial
We humbly request your support in voting for Sondhelm Partners. It takes merely a minute to cast your vote, and you can do so at this link. We are listed under survey questions 4, 5, and 6. Voting will close on October 20, 2023.

We extend our deepest gratitude to our dedicated team, esteemed clients, strategic partners, investors, and the journalists who cover the industry.

Good Luck to All Shortlisted Firms
We wish the best of luck to all firms that have been shortlisted. The competition is robust, and being considered among such reputable organizations is an honor. The winners will be recognized at an exclusive ceremony. Further details will follow.

Thank you for your continued support.
Dan Sondhelm

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

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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 how it’s revolutionizing strategies for growth. It’s a must-watch for asset managers looking to stay ahead in this evolving landscape.

Watch the Replay

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In The News Archives - Sondhelm Partners