Multi-Family OfficeRIA · CRD 113338SEC-Registered

Updated:

US Advisory Group

US Advisory Group operates as a multi-family office from its headquarters in Beverly. Tucker McDonald, Christopher McDonald, and Frederick V. McDonald, Jr.

US Advisory Group logo

US Advisory Group

US Advisory Group operates as a multi-family office from its headquarters in Beverly. Tucker McDonald, Christopher McDonald, and Frederick V. McDonald, Jr. established the firm and continue to hold ownership alongside Frederick McDonald III. The practice has served families in the Boston area for more than three decades. The firm allocates across private equity, real estate, private credit, and fund-of-funds vehicles. It also executes direct co-investments and secondaries. Geographic reach includes North America, Europe, Asia, and the Middle East. Investment stages span buyout, growth equity, and pre-IPO opportunities. No specific portfolio holdings or co-investors appear in public materials. The team maintains active roles in local professional networks, including the North Shore Chamber of Commerce and the National Association of Estate Planning Councils. Tucker McDonald serves on the board of the former and as president of the latter. No additional offices or adjacent philanthropic vehicles beyond the Frederick McDonald Trust receive public detail. Ownership remains concentrated within the McDonald family, which also controls the firm’s governance and client relationships. This structure limits external capital raises and keeps decision authority inside the founding group.

General information

Firm type

Multi Family Office

Year founded

1989

Location

Region

North America

Country

United States

City

New York

Corporate office

152 Conant St, Beverly, MA 01915, United States

Principals

Tucker McDonald

President and Financial Advisor

Christopher McDonald

CEO and Financial Advisor

Frederick V. McDonald, Jr.

Owner and former President/CEO

Frederick McDonald III

Owner

Sector focus

FinTechDigital HealthPropTechReal EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at US Advisory Group?

Tucker McDonald serves as President and Financial Advisor. Christopher McDonald serves as CEO and Financial Advisor. Both are listed owners of the firm.

How is US Advisory Group structured relative to its clients?

The firm functions as a multi-family office. It provides services to multiple high-net-worth families rather than a single lineage.

Does US Advisory Group commit to external funds or focus on direct investments?

Public materials reference both fund-of-funds commitments and direct co-investments or SPVs. No allocation percentages are disclosed.

Which asset classes receive the largest allocations?

The firm lists exposure to private equity, real estate, private credit, and alternative vehicles. Specific weights are not published.

Where does the McDonald family wealth originate?

No public source discloses the original source of the McDonald family capital.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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