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CAMBRIDGE · EB-5 FIELD GUIDE

Can conversion charges be counted as qualifying invested capital automatically?

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THE DIRECT ANSWER

No. Separate capital actually qualifying in the enterprise from transaction charges and other expenses. A total debit is not necessarily the qualifying investment amount. As of September 7, 2026, the capital figures are US$1,050,000 or US$800,000 for qualifying targeted employment area or infrastructure projects. Statutory adjustments begin January 1, 2027; confirm the amount applicable to the filing.

Reconcile the amount delivered and its purpose

Apply the relevant petition filing-date threshold and preserve source and path evidence. Do not assume a larger initial balance answers the final qualifying-capital question.

Government filing fees at the amounts published in the USCIS fee schedule, Form G-1055, and professional costs that are substantial in a direct investment: independent legal advice, source-of-funds preparation, business valuation, and an economist's or accountant's work on the job-creation plan. Government filing charges at the investor-petition, immigrant-visa and removal-of-conditions stages, professional fees at each stage, business-plan and economic-support costs, document and translation costs, and the state dental-licensing process. Escrow and administrative charges, subscription fees, legal work on the petition, translations of financial records spanning several countries, medical examinations, and the consular or adjustment steps for each family member all fall at different points.