Account
Sterling Capital Partners LLC
660 Madison Ave, 14th Floor, New York, NY 10065
Primary admin: Patricia Holt · travel@sterlingcap.com
financeactive
MTD spend
$4,824,000
32% of $15,000,000 credit
Members
5
1 admin · 1 booker · 2 rider · 1 approver
Cost centers
4
Top: CLIENT ($688,000)
Payment terms
NET 30
PO# required on every booking
Roster
Members
- PHadminPatricia HoltTravel Manager
- TWapproverTom WalshCFO
- MRbookerMaria RiveraEA to Mr. Bernstein
- DBriderDaniel BernsteinChief Investment Officer
- SLriderSarah LinManaging Partner
Allocation
Cost centers
- CLIENTClient Hosting$688,000 / $3,000,000
- EVENTSRoadshows & Conferences$128,000 / $1,800,000
- EXECExecutive Office$3,184,000 / $6,000,000
- OPSOperations$824,000 / $1,200,000
In effect
Sterling — Executive policy
Vehicle classes
sedan, suv, sprinter
Per-trip cap
$1,500
Hourly cap
$500/hr
Out-of-policy
requires approval
Blackout / approval window
12:00am – 5:00am requires CFO sign-off
Notes
Stretch + Hummer + Party Bus require CFO pre-approval. Hamptons routes auto-approved May–September.