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Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

US ADVISORY GROUP INC

WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP, CRD 109291

WAKEFIELD, MA

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Search this name across graphsid dfx:ria:3c1741aa-3660-fe85-9bda-82a962be31d7

Data as of Jul 21, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2012 to Jul 21, 2016
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

US Advisory Group Inc

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $53.5MItem 5.F on the latest filing (2016-07-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $26.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Accounts: 166
SEC number: 801-56179
CRD: 109291
Filings on the tape: 14
First filed: Mar 28, 2012
Latest filed: Jul 21, 2016
Organised: Corporation, Massachusetts

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
FREDERICK V MCDONALD	n/a	BEVERLY, MA	13	16	1	yes
CHRISTOPHER LYNCH MCDONALD	n/a	BEVERLY, MA	5	16	n/a	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
COMMONWEALTH PAIN MANAGEMENT	Private Equity Fund	$20.0M	Jun 9, 2016	34	Mar 31, 2016	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCDONALD, FREDERICK, VINCENT	CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO	E	yes	08/1998	Mar 28, 2012	Jul 21, 2016

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 31, 2016	$82.3M	$82.3M	4	3	n/a	1	$20.0M
2014	Mar 24, 2015	$117M	$81.2M	4	3	n/a	n/a	n/a
2013	Mar 31, 2014	$81.0M	$70.3M	5	3	n/a	n/a	n/a
2012	Mar 27, 2013	$107M	$75.0M	5	2	n/a	n/a	n/a
2011	Mar 28, 2012	$90.0M	$78.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$53.5M	$117M	-54.1%	$107M	-20.5%	3	4	n/a	n/a

Relationships

Registered with (3)

← CHRISTOPHER LYNCH MCDONALDAdvisorregistration: current employment
Feb 24, 2021 to presentfactForm ADV
← FREDERICK V MCDONALDAdvisorregistration: current employment
May 20, 2013 to presentfactForm ADV
← CARL MALMROSE HANSONAdvisorregistration: previous registration
Jul 14, 2011 to Jul 14, 2016factForm ADV

Controls (1)

← MCDONALD, FREDERICK, VINCENTOwnerCHIEF COMPLIANCE OFFICER/PRESIDENT/CEO, ownership code E, individual
Mar 28, 2012 to presentfactForm ADV

Advises (1)

→ COMMONWEALTH PAIN MANAGEMENTPrivate fundPrivate Equity Fund, IA
Mar 31, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c1741aa-3660-fe85-9bda-82a962be31d7
First observed: Mar 28, 2012
Last observed: Jul 21, 2016 123 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

US ADVISORY GROUP INC

WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP, CRD 109291

WAKEFIELD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3c1741aa-3660-fe85-9bda-82a962be31d7

Data as of Jul 21, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FREDERICK V MCDONALD

n/a

BEVERLY, MA

yes

CHRISTOPHER LYNCH MCDONALD

n/a

BEVERLY, MA

n/a

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COMMONWEALTH PAIN MANAGEMENT

Private Equity Fund

$20.0M

Jun 9, 2016

Mar 31, 2016

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCDONALD, FREDERICK, VINCENT

CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO

yes

08/1998

Mar 28, 2012

Jul 21, 2016

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 31, 2016

$82.3M

n/a

$20.0M

2014

Mar 24, 2015

$117M

$81.2M

n/a

2013

Mar 31, 2014

$81.0M

$70.3M

n/a

2012

Mar 27, 2013

$107M

$75.0M

n/a

2011

Mar 28, 2012

$90.0M

$78.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$53.5M

$117M

-54.1%

$107M

-20.5%

n/a