The Blue Rock Team
J.P. Lee
Jae Poong (JP) Lee
Chief Financial Officer
As Chief Financial Officer at Blue Rock, JP’s main responsibilities include overseeing Blue Rock’s financial management and fund accounting as well as in-depth operational manager due diligence on potential and existing managers. He also leads the financial, audit and tax reviews of the funds and our underlying managers. JP retains veto power over the Investment Committee regarding operational concerns he may have with potential and existing managers.
 

Prior to joining Blue Rock in 2013, JP was a Senior Reporting Consultant, Senior Fund Accountant and Valuation Analyst at Wells Fargo Global Fund Services. Previous to Wells Fargo, he was an Auditor/Consultant with the Minneapolis office of PricewaterhouseCoopers serving a variety of financial institutions including hedge funds, private equity firms and other financial institutions.

JP graduated from Emporia State University with a B.S. in Finance in 2000, and the Opus College of Business at the University of St. Thomas with an M.B.A. in 2005.

J.P. can be reached at (952) 229-8703 or lee@blue-rock.com.

Nothing in this website constitutes an offer or solicitation for the purchase or sale of any financial instrument or a commitment by Blue Rock Advisors, LLC or its affiliates ("Blue Rock") to enter into any investment products referenced herein. Any offer will be made only to persons meeting the requisite qualifications and then exclusively by means of a complete set of offering documents, including related subscription documents. This information is not intended to be used as the primary basis of investment decisions, and because of individual investor objectives, it should not be construed as advice designed to meet the particular investment needs of any investor. Investment in any instrument offered by Blue Rock is subject to liquidity restrictions and periodic windows of opportunity to withdraw assets. Full details of the funds are contained in the applicable offering memorandum which is available upon request from Blue Rock.

Blue Rock is a registered investment adviser. Securities may be offered through Blue Rock Global Partners, Inc., an affiliate of Blue Rock and member of FINRA & SIPC. Registration with the SEC or with any self-regulatory authority does not imply a certain level of skill or training. A detailed summary of the risks and characteristics of Blue Rock's investment advisory business is included in Part 2A of Blue Rock's Form ADV (available at http://www.adviserinfo.sec.gov). Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors. Nothing in the website should be construed as legal, tax, regulatory or accounting advice.

Although Blue Rock endeavors to maintain the information on this website, Blue Rock does not warrant its completeness or accuracy. Any opinions expressed are those of the writer and are subject to change without notice or update. The information herein is preliminary, subject to change, and does not constitute a complete description of Blue Rock's investment services.

No permission is granted to copy, redistribute or reproduce, in any form, any information or image contained in this website.