EB-5 Healthcare Fund II Mezz, LLC EB-5 HEALTHCARE
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Rule 506(c)

Accreditation verification, and why a checkbox will not do.

This offering is made under Rule 506(c) of Regulation D. That obliges us to take reasonable steps to verify your accredited status before you may subscribe. A confirmation you type yourself does not satisfy that standard — it satisfies a different exemption that this offering does not use.

Three routes, any one of which works

  1. A letter. One paragraph from your CPA, attorney, registered investment adviser or registered broker-dealer confirming they have taken reasonable steps and believe you qualify. We can send them the template. Most people use this route because no financial documents leave their adviser's office.
  2. Income. Tax filings or equivalent for the last two years, plus a written expectation for the current year.
  3. Net worth. A statement of assets and liabilities with supporting documentation and a credit report.

A third-party verification service handles whichever route you choose. We receive the confirmation; we do not receive the underlying documents.

What it unlocks

The private placement memorandum, the operating agreement, the subscription documents, the economic report and the appraisal. We cannot send any of it before verification, which is why this step comes before the data room and not after it.

Verification is handled by an independent third party. Typical turnaround is one to three business days.

Important disclosures. This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offering is made only through the confidential private placement memorandum, operating agreement and subscription documents of EB-5 Healthcare Fund II Mezz, LLC (the "Offering Documents"), which should be read in their entirety.

Interests are offered under Rule 506(c) of Regulation D under the Securities Act of 1933 and are available only to verified accredited investors. Self-certification is not sufficient: prospective investors must complete third-party verification of accredited status before subscribing.

An investment in this offering involves substantial risk, including illiquidity, the risk of construction and operating delay, and the risk of total loss of principal. Under the EB-5 Reform and Integrity Act of 2022 capital must remain at risk; capital that is not at risk does not support an immigration petition. Past performance and prior adjudication times are not indicative of future results.

Nothing herein is legal, tax or immigration advice. Immigration benefits, including I-526E and I-829 adjudication and permanent residence, are determined solely by U.S. Citizenship and Immigration Services and by the U.S. Department of State. No result is guaranteed. Prospective investors must retain their own immigration counsel and tax advisers.