Sondhelm Partners

Sondhelm Partners We help asset managers and wealth managers grow.

Sondhelm Partners has been shortlisted for two categories at the Private Equity Wire US Awards 2026, both centered on gr...
08/28/2026

Sondhelm Partners has been shortlisted for two categories at the Private Equity Wire US Awards 2026, both centered on growing AUM: PR & Communications Agency of the Year and Capital Introductions Service of the Year.

Winners are decided by an industry vote. The PR nomination highlights the media relations, content, and digital marketing work that earns attention, starts conversations with investors, and builds the brand behind it. For capital introductions, it's the placement work matching managers with the right investors.

Voting runs through September 16. If you'd like to support us in either category, cast a vote here: https://hubs.li/Q04vKBs50. The ballot includes other categories, so vote for your favorite service providers while you're there.

Thank you to the clients and team who made this possible.

What to Say to Talk Clients and Prospects Off the AI Planning Cliff | Learn what financial professionals can communicate...
08/27/2026

What to Say to Talk Clients and Prospects Off the AI Planning Cliff | Learn what financial professionals can communicate to clients and prospects who are considering using AI to manage their finances. https://hubs.li/Q04vtQd40

08/13/2026

SEO is Changing at a Rapid Pace | Our video explains how ETF managers can keep up so they can attract new clients online and bring in more assets. Watch it now.

Want to learn more about SEO for ETF managers? Check out our related article. (https://hubs.li/Q04sZ95Y0)

Most ETF sponsors build the product first and ask who it’s for later. Dan Sondhelm sat down with Bill Hortz for Financia...
08/11/2026

Most ETF sponsors build the product first and ask who it’s for later. Dan Sondhelm sat down with Bill Hortz for Financial Advisor Magazine to explain why that order kills launches, and what actually works instead. Read on. (https://hubs.li/Q04sFLTb0)

When It Makes Sense for Financial Firms to Hire a Specialized Marketing Agency | Find out what financial firms must know...
08/06/2026

When It Makes Sense for Financial Firms to Hire a Specialized Marketing Agency | Find out what financial firms must know to determine whether they need a specialized financial marketing agency. https://hubs.ly/Q04sb2Py0

07/30/2026

Words in Financial Marketing and Sales are Critical. Our video reveals words you should never, never use if you want to close deals. Watch it now.
https://hubs.li/Q04rnTmP0

Most allocators decide whether to take you seriously before the first meeting. Dan Sondhelm explains what they find when...
07/22/2026

Most allocators decide whether to take you seriously before the first meeting. Dan Sondhelm explains what they find when they search your name, published in Uncorrelated Alts. https://hubs.li/Q04qmb_20

Many boutique funds think of themselves as a best-kept secret. That works right up until you need investors to find you....
07/21/2026

Many boutique funds think of themselves as a best-kept secret. That works right up until you need investors to find you.

In a new piece, Sondhelm Partners CEO Dan Sondhelm breaks down how allocators find managers, why the research starts long before any meeting, and what marketing does and does not do in that process.

“A hidden gem that no one can find is just a secret,” Sondhelm writes. “The managers who understand that stop hoping to be discovered and start making themselves discoverable.”

The piece draws on his media panel at the Uncorrelated Manager Growth Summit and data on how institutional investors research the managers they hire.

Read it here: https://hubs.li/Q04qcgR70

Just a few years ago, email marketing seemed on its last legs. People’s inboxes were full of meaningless emails they did...
07/16/2026

Just a few years ago, email marketing seemed on its last legs. People’s inboxes were full of meaningless emails they didn’t pay attention to. Eventually, the majority of marketing emails went automatically to the junk bin.

However, due to advancements in artificial intelligence (AI), email marketing has become relevant in financial services again. It has allowed businesses to target campaigns to the specific needs of individual investor types including high-net-worth people, professionals, retirees, and young families.

Learn how AI can improve all aspects of your email marketing, from creating messages to optimizing performance.
https://hubs.li/Q04pPprj0

Sondhelm Partners is shortlisted for Marketing Agency of the Year, PR & Communications Firm of the Year, and Third-Party...
07/14/2026

Sondhelm Partners is shortlisted for Marketing Agency of the Year, PR & Communications Firm of the Year, and Third-Party Marketing Firm of the Year at the 2026 Hedgeweek US Awards. For the second year in a row, we're the only firm shortlisted in all three marketing and sales categories. One of these is a title we've held since 2022.

Winners are decided by public vote from the Hedgeweek community of fund managers and allocators.

If you've followed our work for boutique asset managers and hedge funds, we'd be grateful for your vote. It takes less than a minute.

Vote here. https://hubs.li/Q04px6840

Voting closes Friday, August 14. Thank you to our clients and team behind this.

Address

950 North Washington Street
Alexandria, VA
22314

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

7037521510700

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