Sondhelm Partners has been named a finalist in the Firm Award – Public Relations Campaigns category for the ThinkAdvisor 2025 Luminaries Awards.
The recognition is for for two campaigns with KraneShares this year. The first promoted China’s market comeback. The second launched the KraneShares Global Humanoid and Embodied Intelligence ETF (KOID) over the summer. Both campaigns landed coverage in CNBC, Fox Business, Barron’s, WSJ, and other national outlets.
“Our team knows how to translate complex investment stories into coverage that resonates,” said Dan Sondhelm, CEO of Sondhelm Partners. “Working with partners like KraneShares who trust us to push boundaries makes campaigns like this possible.”
“This year’s finalists stand out for their leadership, innovation, and dedication to creating lasting, positive impact,” said Janet Levaux, editor-in-chief of ThinkAdvisor.
We’re up against Lyceus Group, Certified Financial Planner Board of Standards Center for Financial Planning, Gregory, and Greenrose Communications in the Public Relations Campaigns category.
ThinkAdvisor’s Luminaries Awards are in their fifth year. This year saw record participation. The awards recognize firms and individuals driving innovation in financial services. An independent panel picks the winners, who’ll be announced December 4, 2025, at the New York Hilton Midtown.
Sondhelm Partners helps boutique asset and wealth managers attract investors and build brands through marketing, public relations, sales enablement, and strategic partnerships.
We have news to share. After being shortlisted in three categories, Sondhelm Partners took home the award for Third-Party Marketing Firm of the Year at the 2025 Hedgeweek US Awards.
This year’s competition was competitive. Over 8,000 votes poured in across all service provider categories, showing how engaged our industry community is. To come out on top in that environment is meaningful.
Our Triple Nomination Journey
Earlier this year, we shared that Sondhelm Partners had been shortlisted across three categories – something no other firm achieved:
Third-Party Marketing Firm of the Year (WINNER!) – We competed alongside Agecroft Partners, Basis Point Group, Boldwater Partners, Clearglass Capital Partners LLC, Stone Mountain Capital, and Thalēs Capital Partners LLC.
Marketing Agency of the Year – We were shortlisted with Basis Point Group, Fund Marketing Group Ltd, Mischa Communications, Inc., and Ovis Creative.
PR & Communications Firm of the Year – We joined Craft & Capital, Gasthalter & Co. LP, and Mischa Communications, Inc. in this category.
Being the only firm recognized across all three marketing categories told us something about the breadth of what we deliver for hedge fund clients. Winning in third-party marketing validates the specialized expertise we’ve built in this space.
What This Win Means
This award reflects the trust our clients place in us when they need results that go beyond traditional marketing approaches. Third-party marketing requires a different skill set – deeper industry relationships, nuanced messaging strategies, and the ability to represent fund managers authentically to institutional investors.
The 8,000+ votes cast this year show how seriously our industry takes these recognition programs. To earn this win in such a competitive field is important to our team.
Thank You
To everyone who voted, worked with us, or supported our journey – thank you. Your confidence in what we’re building drives us to keep pushing boundaries in alternative investment marketing.
Last night’s awards ceremony at Convene on Park Avenue brought together 150+ industry professionals for networking and celebration. The shared commitment to excellence reinforced why events like these matter.
Congratulations to all the winners and shortlisted firms. The talent level across every category was strong, and we’re honored to be part of this community.
Ready to Grow?
If you’re a hedge fund or alternative investment manager looking to expand your reach, we’d like to talk. Set up a strategy session and let’s explore what’s possible.
Simple technical fixes can transform financial advisors’ online visibility in AI search engines, but most remain invisible due to basic oversights. Dan Sondhelm opined for Financial Planning. Read on.
Most RIAs obsess over investment performance while wealthy prospects lose sleep over completely different problems—the disconnect is killing growth. Dan Sondhelm shares insights in Financial Advisor Magazine.
When your existing products hemorrhage assets, most firms retreat. VanEck is doing the opposite, doubling down with a bold new approach that could reshape everything. Dan Sondhelm weighs in on this topic in With Intelligence. (Subscription required.)
We’ve got some exciting news to share. Sondhelm Partners has been shortlisted for not one, not two, but three categories at this year’s Hedgeweek US Awards.
We’re honored to be recognized alongside some talented firms in the hedge fund marketing space:
Marketing Agency of the Year features Sondhelm Partners competing with Basis Point Group, Fund Marketing Group Ltd, Mischa Communications, Inc., and Ovis Creative.
For PR & Communications Firm of the Year, we’re shortlisted alongside Craft & Capital, Gasthalter & Co. LP, and Mischa Communications, Inc.
In Third-Party Marketing Firm of the Year, Sondhelm Partners joins Agecroft Partners, Basis Point Group, Boldwater Partners, Clearglass Capital Partners LLC, Stone Mountain Capital, and Thalēs Capital Partners LLC.
What Makes This Special
Here’s what caught our attention: we’re the only firm shortlisted across all three marketing categories. That feels pretty good and speaks to the breadth of what we do for our hedge fund clients.
Whether you’re working with us on brand strategy, handling your investor communications, or need specialized third-party marketing support, this recognition reflects the trust our clients place in us across the full marketing spectrum.
We’d Appreciate Your Support
The winners are decided by public vote from the Hedgeweek community, so if you know our work or believe in what we’re doing, we’d love your support.
The awards ceremony happens on Thursday, October 9th at Convene on Park Avenue in New York, bringing together 150+ industry professionals for an evening of networking and celebration.
If you’ve worked with our team, seen what we do, or just believe in what we’re building here at Sondhelm Partners, we’d be grateful for your vote.
Thanks for being part of our journey. Here’s to pushing the boundaries of what marketing can do for alternative investment managers.
Good luck to all the shortlisted firms. The competition is fierce this year and it’s exciting to be part of such a talented group.
Voting is free and open to the entire Hedgeweek community.
Sondhelm Partners has been shortlisted for Placement Agent of the Year at the Alternative Credit Awards 2025. The firm joins Stone Mountain Capital, Spartan Advisors, and Campbell Lutyens as the four finalists in this category.
The shortlist was announced on June 9 by Alternative Credit Investor‘s editorial team and independent judges who selected the finalists from the submissions received.
These awards recognize the fund managers, lenders, and service providers making the biggest impact in alternative credit. The shortlisting places Sondhelm Partners among the top placement agents recognized by the industry.
The winners will be announced at a ceremony on November 19, 2025, at the Royal Lancaster London. The event has become a key gathering for alternative credit professionals to network and celebrate the year’s achievements.
“Last year’s event was extremely popular, attracting the leading players in the sector, so I would encourage anyone wishing to attend to book their table early to avoid missing out,” said Alternative Credit Investor founder and editor-in-chief Suzie Neuwirth.
The ceremony brings together leading figures from across the alternative credit sector for one of the industry’s most important annual events.
Midsize fund managers face a brutal reality: they can’t match big firms’ marketing budgets, yet branding determines survival. Dan Sondhelm weighs in on this topic in Ignites. (subscription required)
Sondhelm Partners is pleased to announce that a website it developed, www.dixonmidland.com, won the “Best Investment Website” award in the prestigious 2025 Internet Advertising Competition (IAC). The award is given by the Web Marketing Association (WMA).
“Dixon Midland is honored and humbled to have earned this distinguished award,” said Paul Furlow, Co-Founder and Co-President of Dixon Midland Company.
“Our website is dedicated to educating high-net-worth and institutional investors on how to potentially achieve above-market returns with below-market risk and low correlations,” said Aaron Mobarak, Co-Founder and Co-President.
“We seek to build better investments for investors in today’s uncertain world through a disciplined long-short equity strategy based on timeless investment principles and careful craftsmanship,” added Mr. Furlow.
“As partners, we developed the website to inform investors on investment principles and to showcase Dixon Midland’s unique perspective and expertise,” said Dan Sondhelm, CEO of Sondhelm Partners, a marketing and sales consultancy for asset managers. “A high-performing website is a key element of their overall growth strategy.”
Sondhelm Partners has a strong history of helping asset management firms create award-winning websites. Previously, Sondhelm Partners assisted Aurora Investment Counsel win WMA’s “Best Investment Website” in 2023; Liberty Street Funds win “Best Mutual Fund Website” in 2022; and F/m Investments win “Best Investment Website” and “Best Mutual Fund Website” in 2021.
The judges for this year’s WMA competition are expert professionals with knowledge of website design and content and have worked in the financial services, marketing, advertising, and high-technology industries.
Each website entry was judged on creativity, innovation, impact, design, copywriting, and memorability.
“These awards validate our commitment to helping clients attract and educate investors, build brands, and start conversations. I’m proud of what our team has accomplished,” said Dan Sondhelm.
The IAC Awards, created in 1999 by the WMA, is an annual program recognizing the best in online advertising and creativity. The WMA evaluates online advertising in multiple categories, including email, mobile apps, websites, social media, and video.
About Dixon Midland
Dixon Midland Company is a private asset management firm serving accredited high-net-worth individuals, registered investment advisors, and family offices. The company seeks to build better investments by focusing on delivering above-market returns with below-market risk and low correlations. Paul Furlow and Aaron Mobarak founded Dixon Midland Company in Chicago, Illinois, in 1997.
About Sondhelm Partners
Sondhelm Partners specializes in accelerating growth for select boutique asset managers globally. We amplify stories and expand assets under management. While our expertise assists firms of all sizes, we excel at identifying promising “hidden gems” among boutique mutual funds, ETFs, institutional firms, hedge funds, private equity, and real estate firms. Sondhelm serves wealth managers, investment banks, research firms, fintech companies, and industry service providers. This breadth of experience allows us to design strategies tailored to each client’s situation, challenges, and goals. Sondhelm Partners is a recognized leader in creating websites optimized for engagement, content delivery, and lead generation.
For More Information
For more information, please contact Dan Sondhelm, Sondhelm Partners, at (703) 752-1510 or dan@sondhelmpartners.com
Connect
