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Concept Fund Services Joins Berdon Family

NEW YORK — Effective January 1, 2019, Berdon Fund Services, LLC merged with Concept Fund Services, LLC, a Garden City-based administrative, accounting, and financial reporting firm serving funds, investment manager and general partner entities, and family offices. The combined entity will operate as Concept Fund Services (Concept), a division of Berdon LLP, and will be led by Anthony Gallo, founder and CEO of Concept who joins Berdon as a Principal and Chair of the Fund Services Practice. Gallo and his team now operates out of Berdon’s office at 360 Madison Avenue in New York City and One Jericho Plaza, Jericho.

“Concept blends smoothly with our existing fund administration services, providing an even stronger array of services to our clients, says Mark Bosswick, CPA, J.D., LL.M., co-managing partner of Berdon. “Anthony and his team are well-respected within the industry, fit well within our culture, and share a similar service approach, which will help us expand and grow our Fund Services Practice.

“I saw an opportunity to join forces with a leading firm in the accounting profession,” said Gallo, who has more than 30 years of experience in the financial services industry “Now, through Berdon, clients will continue to receive the services they expect and, as needed, can also tap into a wide array of additional services — including tax compliance and consulting; retirement, succession, and estate planning; operational advisory; and asset valuation.

Concept Fund Services together with Berdon’s existing fund administration professionals offer clients a comprehensive array of services that include:

  • Administrative, Accounting, and Financial Reporting Services
  • Fund Accounting
  • Company Accounting
  • Family Office Accounting

To learn more about Concept Fund Services, a division of Berdon LLP visit www.conceptfundservices.com.

Anthony Gallo – download a photo file