Request the offering documents
EB5 Energy Fund I is a rural EB-5 offering that drills and operates oil and gas wells in Oklahoma, in a formation with a long production record. The fund is owned by its EB-5 investors, and repayment is designed to come from production revenue rather than a refinance or sale. To receive the offering documents, choose a time for a call with Rupy Cheema; they are sent by email after the call.
An initial payment, with the balance committed by an agreed date, arranged individually through a side letter. The terms are set on the call.
Want the detail before you book? Read about the project or watch the investor briefing.
This is a Regulation D, Rule 506(c) offering. Access is limited to accredited investors, and we are required to take reasonable steps to verify accredited status before an investment is accepted.
Choose a time with Rupy Cheema. Calls are held by video; the invitation arrives by email once you book.
What you receive
Three documents, sent together.
- Private placement memorandum The offering in full: the structure, the use of proceeds, how repayment is intended to work, the job creation model, and the risk factors. This is the document to read first.
- Limited partnership agreement The agreement between the partnership and its limited partners. It sets out what you own, how distributions are allocated, and the rights and limits that attach to a limited partner interest.
- Subscription agreement The document you sign to invest, including the representations you make about accredited status and source of funds.
- Source-of-funds documentation
- Source of funds is the most common cause of delay in an I-526E petition. If you have not started, we can tell you what is involved before you commit time to the rest.
- Side letters
- Two arrangements are available on request and are discussed on the call: priority of repayment for an investor whose I-526E petition is denied, and paying the investment in stages, with the balance committed by an agreed date. Each is arranged individually and documented in a side letter. Neither changes the risk factors in the private placement memorandum.
- Immigration counsel
- We do not give immigration advice. If you are not yet working with an immigration attorney, we can point you to firms that handle EB-5 petitions.
What happens next
- 1 You choose a time Pick a slot on the calendar. The booking form asks a few questions — country, timing, source of funds, counsel — so the call is specific to your situation.
- 2 We speak Rupy Cheema goes through the offering, your timeline, which class is realistic, what source-of-funds work is involved, and the side-letter arrangements: priority of repayment if a petition is denied, and paying in stages. The documents are sent by email after the call, with a point of contact for questions.
- 3 Accredited status is verified — only if you go ahead Rule 506(c) requires reasonable steps to verify accredited status before an investment is accepted, not before the documents are sent. If you decide to move forward, we will tell you which method applies to you and what it involves.
Scheduling a call or requesting the offering documents does not commit you to invest and does not reserve a place in a class. Nothing on this page is an offer to sell or a solicitation of an offer to buy any security; any offer is made only through the private placement memorandum.
An EB-5 investment is at risk. Repayment is not guaranteed, no repayment date is guaranteed for any class, and approval of a petition by USCIS is not guaranteed. Read the risk factors in the private placement memorandum in full.