Single Family OfficeRIA · CRD 310758SEC-Registered

Updated:

SJ Strategic Investments

SJ Strategic Investments was established in 2001 by John M. Gregory. The firm serves as the single-family office for the Gregory family. Wealth originated from...

SJ Strategic Investments logo

SJ Strategic Investments

SJ Strategic Investments was established in 2001 by John M. Gregory. The firm serves as the single-family office for the Gregory family. Wealth originated from the sale of King Pharmaceuticals and related healthcare ventures. The office follows a buyout strategy. It holds positions in public equities, private companies, and alternative assets. Confirmed investments include Blue-Emu, UPM Pharmaceuticals, and a residential real estate portfolio concentrated in the Southeast United States. Geographic reach covers North America and Europe. The team includes family members and long-term business partners. Susan Gregory Sorrell serves as CIO and leads SJ Real Estate LLC. Greg Tebeau acts as CFO. No recent operational events from the last 24 months appear in available records. The firm maintains separate philanthropic vehicles including Kingsway Charities and The Gregory Foundation. These structures operate alongside the investment office without direct overlap in mandate.

General information

Firm type

Single Family Office

Year founded

2001

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Longwood

Corporate office

Bristol, TN, United States

Principals

John M. Gregory

Managing Partner

Susan Gregory Sorrell

CIO

James M. Gregory

VP and General Counsel

Greg Tebeau

CFO

Joan P. Gregory

Member and officer

Sector focus

Industrial TechSupply Chain & Logistics

Frequently asked questions

Who runs investment decisions at SJ Strategic Investments?

John M. Gregory serves as Managing Partner. Susan Gregory Sorrell acts as CIO with oversight of real estate holdings.

Where does the underlying wealth come from?

Wealth traces to John M. Gregory’s founding and sale of King Pharmaceuticals.

Does SJ Strategic Investments participate in fund commitments or only direct deals?

Available records show direct holdings in private companies and real estate rather than external fund commitments.

What investment stages does SJ Strategic Investments typically target?

The firm pursues buyout opportunities in private companies.

How is SJ Strategic Investments related to SJ Real Estate LLC?

Susan Gregory Sorrell founded SJ Real Estate LLC as the real estate arm of the family office.

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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