DFX Intelligence
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S••••• B•• M•••••••••
Single family office (confirmed)Top 500· FL
Single family office (confirmed), based in FL.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Decision makers
- 2 of 2
- Foundation assets
- $223M
The office's site, Form ADV Schedule A and filings
Form 990-PF
As of · the latest observation of this office; filed figures carry their own filing dates
Nothing material in the last 365 days. Last change: 14 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 90% · 33 observations · 5 sourcesShowHide
Single family office (confirmed)Verified Sep 16, 2026 (8 days ago)2 people · 0 investments · 0 public positions · 3 events
Why this class: S••••• B••'s own w•••••• states it is a single-family office founded by the S••••• family in 2002, matching the Florida entity S••••• B•• M••••••••• LLC managed by Frederick B. S••••• and its role funding the S••••• F•••••••••..
Direct investing
15
moderate
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.
Profile completeness 47% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
How the office says it invests
- “••• Locked”s•••••••••.com
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- FL
- Office address
- unknown
- Business phone
- unknown
- Website
- s•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $223M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $223M. These are different facts and are never added together.
Classification history
- Sep 14, 2026Single family office (confirmed) 90%S••••• B••'s own w•••••• states it is a single-family office founded by the S••••• family in 2002, matching the Florida entity S••••• B•• M••••••••• LLC managed by Frederick B. S••••• and its role funding the S••••• F•••••••••.Factverifieds•••••••••.com“••• Locked”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (S••••• F•••••••••)Inferenceapps.irs.gov“••• Locked”
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 people, 2 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| D••••• R••• | Managing Director | Direct investments · investment decisions | none on record | sontagfoundation.org Fact |
| R••• S••••• family | President, S••••• B•• M••••••••• | Family principal · investment decisions | none on record |
Office contact points
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 14, 2026Classification changed••• Lockedc•••••••••Facts•••••••••.com
- Dec 31, 2023Foundation officer left••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer left••• LockedFoundationFactapps.irs.gov
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| R••• E••••• • S•••••••• A••••• | Real Estate S•••••••• Assets | S••••• F••••••••• I•• | $163M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Sources and evidence33show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 33 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (D••••• R••• (Managing Director))
+10 v••••••• b••••••• e••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($223,286,343)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (347)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 33 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Decision rights | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) braintumornetwork.org | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) braintumornetwork.org | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sontagfoundation.org | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sontagfoundation.org | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) jaxdailyrecord.com | Inference |
| Formation year | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) jaxdailyrecord.com | Inference |
| Foundation contributor | S••••• F••••••••• | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) s•••••••••.com | Fact |
| Liquidity event | ••• Locked “In 2002, the sale closed.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sontagfoundation.org | Fact |
| Liquidity event | ••• Locked “In 2002, the sale closed.” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sontagfoundation.org | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) jaxdailyrecord.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) jaxdailyrecord.com | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sontagfoundation.org | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sontagfoundation.org | Fact |
| Site mentions | Private equity, venture | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Stage preference | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) vcnewsdaily.com | Inference |
| Stage preference | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) vcnewsdaily.com | Inference |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) jaxdailyrecord.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) jaxdailyrecord.com | Fact |
| Website | ••• Locked | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.com | Inference |
| Website | ••• Locked “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
Not yet on record: direct investments, last deployment.