EB-5 Investor Representation & Project Placement

Our full investor representation covers a comprehensive intake consultation, EB-5 eligibility assessment, strategy development, curated project selection, source-of-funds documentation guidance, coordination with your immigration attorney, and ongoing support through I-526E approval and beyond. We act as your dedicated advisor — not a project marketplace — ensuring every recommendation is in your best interest.

We conduct independent due diligence on every project before recommending it to clients. Our review covers developer track record, project capitalization and loan structure, job creation methodology, regional center compliance history, and exit strategy viability. Only projects that meet our internal risk thresholds — consistent with the Matter of Ho expert witness standard — are presented to investors.

Yes. We are a FINRA-registered investment advisory firm, not an immigration law firm. We strongly recommend working with a qualified immigration attorney for the legal aspects of your case — I-526E petition preparation, I-485 or consular processing, and I-829 removal of conditions. We work collaboratively alongside your attorney, providing the investment and business plan documentation they need to build the strongest possible petition.

We serve investors from over 25 countries worldwide. Our team's multilingual capabilities and international networks — spanning the U.S., Turkey, Saudi Arabia, Azerbaijan, India, Ukraine, and beyond — allow us to assist clients regardless of their home country. We provide guidance on country-specific considerations including visa retrogression timelines, source-of-funds documentation by jurisdiction, and consular processing requirements.

As of March 2022, the minimum EB-5 investment is $800,000 for projects located in a USCIS-designated Targeted Employment Area (TEA) — typically rural areas or high unemployment urban zones — and $1,050,000 for non-TEA projects. These amounts are subject to periodic adjustment by USCIS. Most clients we work with invest via the TEA pathway to minimize capital at risk while still qualifying for full EB-5 benefits.

Your investment must remain at risk for the duration required by USCIS — typically through the I-829 removal of conditions period, which begins approximately two years after receiving conditional permanent residency. After successful I-829 approval, your investment is typically returned according to the terms of the offering (loan repayment, redemption, or other exit mechanism). We guide clients through the entire lifecycle, including the transition to unconditional permanent residency.