Sondhelm Partners offers tailored services to help boutique firms stand out in competitive markets and connect with the right investors.
ALEXANDRIA, VA, December 06, 2024 /24-7PressRelease/ — Dan B. Sondhelm has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Sondhelm founded Sondhelm Partners in 2016 to accelerate growth for boutique asset managers worldwide. Drawing on a brand-building and capital-raising career in 1995, he launched the firm to help asset managers, wealth managers, fintech firms, investment banks, and research companies share their stories and grow their businesses. The firm serves traditional and alternative investment managers, with clients ranging from mutual funds, ETFs, and institutional investment managers to hedge funds, private equity, private credit, and private real estate funds. Over the years, Sondhelm Partners has helped raise billions in assets under management (AUM) and driven lasting brand visibility for countless firms.
Sondhelm Partners offers tailored services to help boutique firms stand out in competitive markets and connect with the right investors. Marketing expands clients’ online presence, using targeted content and data driven campaigns to engage prospects and generate leads. Public relations builds credibility and visibility, leveraging media and thought leadership to keep clients top-of-mind. The firm’s sales strategies identify and engage ideal investor segments, helping clients increase AUM and build lasting relationships. Strategic partnerships connect clients with specialized resources to amplify their reach and accomplish goals that would be challenging independently.
Before founding Sondhelm Partners, Mr. Sondhelm was a senior partner at SunStar Strategic, where he developed new business opportunities, led client strategy, and innovated client solutions. His work contributed to the firm’s significant growth, earning SunStar Strategic a place on the Inc. 5000 list for five consecutive years. During his time there, he also led a campaign that doubled one of the firm’s clients’ assets from $300 million to $600 million within just six months— a milestone that underscored his ability to drive results, inspired him to continue helping boutique firms achieve substantial growth, and helped him recognize the broader opportunities in this industry.
Under Mr. Sondhelm’s leadership, Sondhelm Partners has been honored by multiple prestigious industry organizations for excellence in financial marketing. Recognition includes being a finalist for Fund Marketer of the Year by the With Intelligence Mutual Fund and ETF Awards and being named among the Most Influential People in Fund Distribution by MutualFundWire. Additional awards have come from Hedgeweek, Private Equity Wire, Institutional Asset Manager Awards, and the Internet Advertising Competition.
Mr. Sondhelm’s professional affiliations include his current role on the board of directors for the Global Asset Management Marketing Association (2023-present) and his previous role as a corporate partner with the Mutual Fund Education Alliance (2007–2017).
Mr. Sondhelm holds a Master of Business Administration (MBA) with a focus in Marketing (1996) and a Bachelor of Science in Business Administration with a focus in Finance (1994) from the Kogod School of Business at American University. His certifications include a Series 63 from NASAA, Series 7 from FINRA, and the HubSpot Solutions Partner Certification.
A sought-after speaker and commentator, Mr. Sondhelm frequently contributes insights into the financial media, presents at industry conferences, and guides corporate boards. Through Sondhelm Partners’ Insights page, he also shares articles on industry trends and best practices, furthering his impact on the asset management community.
Looking ahead, Mr. Sondhelm envisions continued growth for Sondhelm Partners through strategic collaborations with technology, data analytics, and other specialized service providers. By partnering with firms in these fields, Sondhelm Partners aims to deliver advanced insights and tools that help clients engage investors more effectively and make data driven decisions. Mr. Sondhelm’s primary focus is helping clients attract investors and build brands.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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