MAY BARNHARD INVESTMENTS LLC
Legal name: MBI LLC
CRD #170858 SEC #801-110144 BETHESDA, MD (301) 986-0600
SEC Registered
Total AUM
$300.7M
Discretionary
$283.6M
Employees
11
Clients
101
Accounts
373
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $300.7M | $283.6M | $17.1M | 11 | 0 |
| Mar 2025 | $300.7M | $283.6M | $17.1M | 11 | 0 |
| Jun 2024 | $295.8M | $277.7M | $18.1M | 8 | 0 |
| Jun 2024 | $295.8M | $277.7M | $18.1M | 8 | 0 |
| Apr 2024 | $295.8M | $277.7M | $18.1M | 7 | 0 |
| Mar 2024 | $295.8M | $277.7M | $18.1M | 6 | 0 |
| Mar 2024 | $295.8M | $277.7M | $18.1M | 6 | 0 |
| Jan 2024 | $298M | $281M | $17M | 6 | 0 |
| Nov 2023 | $298M | $281M | $17M | 5 | 0 |
| Nov 2023 | $298M | $281M | $17M | 4 | 0 |
| Sep 2023 | $298M | $281M | $17M | 4 | 0 |
| May 2023 | $298M | $281M | $17M | 5 | 0 |
| Apr 2023 | $298M | $281M | $17M | 5 | 0 |
| Mar 2023 | $298M | $281M | $17M | 6 | 0 |
| Dec 2022 | $324.6M | $304.2M | $20.3M | 6 | 0 |
| Aug 2022 | $324.6M | $304.2M | $20.3M | 7 | 0 |
| Mar 2022 | $324.6M | $304.2M | $20.3M | 6 | 0 |
| Apr 2021 | $267.9M | $251.3M | $16.6M | 6 | 0 |
| Mar 2021 | $267.9M | $251.3M | $16.6M | 7 | 0 |
| Jun 2020 | $225M | $211M | $14M | 7 | 0 |
| Mar 2020 | $225M | $211M | $14M | 7 | 0 |
| Feb 2019 | $189M | $175M | $14M | 7 | 0 |
| Nov 2018 | $156M | $146M | $10M | 7 | 0 |
| Oct 2018 | $156M | $146M | $10M | 6 | 0 |
| Mar 2018 | $156M | $146M | $10M | 6 | 0 |
| Nov 2017 | $145M | $136M | $9M | 6 | 0 |
| Nov 2017 | $145M | $136M | $9M | 6 | 0 |
| Nov 2017 | $145M | $136M | $9M | 5 | 0 |
| Mar 2017 | $100.4M | $94.3M | $6.1M | 5 | 26 |
DateAug 2025
Total AUM$300.7M
Discretionary$283.6M
Non-Disc.$17.1M
Employees11
Clients0
DateMar 2025
Total AUM$300.7M
Discretionary$283.6M
Non-Disc.$17.1M
Employees11
Clients0
DateJun 2024
Total AUM$295.8M
Discretionary$277.7M
Non-Disc.$18.1M
Employees8
Clients0
DateJun 2024
Total AUM$295.8M
Discretionary$277.7M
Non-Disc.$18.1M
Employees8
Clients0
DateApr 2024
Total AUM$295.8M
Discretionary$277.7M
Non-Disc.$18.1M
Employees7
Clients0
DateMar 2024
Total AUM$295.8M
Discretionary$277.7M
Non-Disc.$18.1M
Employees6
Clients0
DateMar 2024
Total AUM$295.8M
Discretionary$277.7M
Non-Disc.$18.1M
Employees6
Clients0
DateJan 2024
Total AUM$298M
Discretionary$281M
Non-Disc.$17M
Employees6
Clients0
DateNov 2023
Total AUM$298M
Discretionary$281M
Non-Disc.$17M
Employees5
Clients0
DateNov 2023
Total AUM$298M
Discretionary$281M
Non-Disc.$17M
Employees4
Clients0
DateSep 2023
Total AUM$298M
Discretionary$281M
Non-Disc.$17M
Employees4
Clients0
DateMay 2023
Total AUM$298M
Discretionary$281M
Non-Disc.$17M
Employees5
Clients0
DateApr 2023
Total AUM$298M
Discretionary$281M
Non-Disc.$17M
Employees5
Clients0
DateMar 2023
Total AUM$298M
Discretionary$281M
Non-Disc.$17M
Employees6
Clients0
DateDec 2022
Total AUM$324.6M
Discretionary$304.2M
Non-Disc.$20.3M
Employees6
Clients0
DateAug 2022
Total AUM$324.6M
Discretionary$304.2M
Non-Disc.$20.3M
Employees7
Clients0
DateMar 2022
Total AUM$324.6M
Discretionary$304.2M
Non-Disc.$20.3M
Employees6
Clients0
DateApr 2021
Total AUM$267.9M
Discretionary$251.3M
Non-Disc.$16.6M
Employees6
Clients0
DateMar 2021
Total AUM$267.9M
Discretionary$251.3M
Non-Disc.$16.6M
Employees7
Clients0
DateJun 2020
Total AUM$225M
Discretionary$211M
Non-Disc.$14M
Employees7
Clients0
DateMar 2020
Total AUM$225M
Discretionary$211M
Non-Disc.$14M
Employees7
Clients0
DateFeb 2019
Total AUM$189M
Discretionary$175M
Non-Disc.$14M
Employees7
Clients0
DateNov 2018
Total AUM$156M
Discretionary$146M
Non-Disc.$10M
Employees7
Clients0
DateOct 2018
Total AUM$156M
Discretionary$146M
Non-Disc.$10M
Employees6
Clients0
DateMar 2018
Total AUM$156M
Discretionary$146M
Non-Disc.$10M
Employees6
Clients0
DateNov 2017
Total AUM$145M
Discretionary$136M
Non-Disc.$9M
Employees6
Clients0
DateNov 2017
Total AUM$145M
Discretionary$136M
Non-Disc.$9M
Employees6
Clients0
DateNov 2017
Total AUM$145M
Discretionary$136M
Non-Disc.$9M
Employees5
Clients0
DateMar 2017
Total AUM$100.4M
Discretionary$94.3M
Non-Disc.$6.1M
Employees5
Clients26